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
FINRA BrokerCheck Summary: https://brokercheck.finra.org/individual/summary/7857492
Daniel R. Mercer is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital is a seperate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
