September Speakers: Daniel Glynn and Jeffrey Little of Equitable Advisors
Daniel Glynn
Daniel is a Financial Professional with Equitable Advisors based out of the Middletown, NY location. He graduated from SUNY Oswego with a degree in Communications and started his career at Equitable in the Fall of 2021. Daniel realized his passion for helping individuals and families achieve their financial goals. He obtained his NYS Life, Accident, and Health license as well as his series 6 & 63 and has since been providing personalized financial planning and investment management services to his clients.
Daniel believes in a comprehensive approach to financial planning, taking into account each client’s unique circumstances and goals. He works closely with his clients to develop a customized plan that aligns with their long-term objectives, while also addressing any short-term needs. Daniel’s expertise includes retirement planning, tax-efficient investing, and risk management.
Daniel is committed to ongoing education and professional development, regularly attending industry conferences and seminars. He also is a member of the Blooming Grove Chamber of Commerce, a local non-profit organization focused on helping connect local business owners, assisting in their personal and business goals. In his free time, Daniel likes going to the gym and playing recreational sports.
Jeffrey Little
Following graduation, Jeffrey Little joined our team and has become a dedicated financial professional, committed to preparing clients to work towards their goals and protect their assets through areas such as retirement planning, wealth management, risk management and college planning.