Daniel Mercer

Executive Benefits Consultant

Daniel Mercer

NQPC™

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About

Focusing on nonqualified deferred compensation, corporate owned or bank owned life insurance, supplemental disability and other executive benefits services, Daniel Mercer helps facilitate OneDigital's design and development of tax-advantaged retirement and reward strategies for companies across diverse industry verticals.

With over eight years of experience in operations and leadership roles, Daniel is a key executive benefits team member who delivers technology-driven analytical research and client care customized to the needs of each company the OneDigital Executive Benefits team serves.

  • FINRA Licenses Series 7 and 66
  • Nonqualified Plan Consultant NQPC™
  • State of North Carolina Life and Health Insurance, License 20574153
  • Former active-duty US Army Field Artillery Officer
  • University of South Carolina

This individual is affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc. Securities offered through Valmark Securities, Inc., member FINRA & SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Adviser. Registration as an Investment Adviser does not imply any certain level of skill or training. 130 Springside Drive, Suite 300, Akron, Ohio 44333. 800-765-5201. Valmark Securities, Inc. and Valmark Advisers, Inc. are independent of and unaffiliated with ODIA. 

Check the background of this investment professional on FINRA’s BrokerCheck. 

Valmark Securities Inc.’s Client Relationship Summary: Form CRS