Dan McNulty, AIF®

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.}