Professional

Background

Dan is a Wealth Management  Advisor for Northwestern Mutual Wealth Management Company.  He provides financial planning and investment services to successful individuals and growing families. Dan graduated from West Virginia University with a Bachelor of Science Degree in Business Administration with a focus in Corporate Finance.  He also completed the College for Financial Planning Professional Education Program. Dan began his career with Northwestern Mutual directly out of college in 1984.

 

Education

  • College for Financial Planning, 1995
  • West Virginia University: Bachelor of Science in Business Administration, 1984

 

Associations and Memberships

Dan  is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

The NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

NAIFA

 

Achievements

Forum

Dan has been recognized for achieving Forum, which is the highest level of productivity and excellence. He is part of an elite group representing the top segment of the Northwestern Mutual industry leading field force.

The Million Dollar Round Table

The Million Dollar Round Table (MDRT) is a global, independent association for the world's leading financial services professionals. MDRT membership is recognized internationally as the standard of excellence in business.

 

 

Daniel Megaludis
Wealth Management Advisor


Megaludis Financial

 

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