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  2. Dan McNulty, AIF®

Dan McNulty, AIF®

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Dan McNulty, AIF®
Director of Asset Allocation Strategies
Phone: 
(703) 205-0394

My position provides me the ability to monitor economic and market trends on behalf of our team of financial professionals. I also work closely with team members to assist clients in helping them work toward achieving their business and personal planning goals.  Asset management strategies play an important role in a variety of planning needs, including retirement, education, and survivorship planning. 

Graduating from James Madison University in 1999 with a Finance degree, my nearly two decades of experience in the profession has allowed me to gain invaluable knowledge of the economic and financial industry. I was tapped to lead our investment team in 2002.  In July of 2016 I achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today’s climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.

  • BA Finance - James Madison University
  • AIF® Accredited Investment Fiduciary
  • Member of Delta Sigma Pi
    - Professional Business Fraternity

Dan McNulty, in his capacity with Equitable Advisors, provides support for members of Ascend Planning & Consulting, LLC.

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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