INVESTMENT MANAGEMENT SERVICES TO HELP OUR CLIENTS MANAGE THEIR INCREASINGLY COMPLEX FINANCIAL ISSUES

Vantage Point Advisors

Daniel J. Leonetti

 

 

                                       

                                          Dan has over twenty years in the financial services industry. He began his career with one                                             of the largest professional services firms and one of the “big four” accounting firms,

                                          Ernst & Young,” as an Associate Director providing accounting and consulting services for

                                          major corporations in the Technology, Communications, and Entertainment industries.

 

                                          In 1998 Dan joined Merrill Lynch where he started an investment advisory practice                                                         providing customized wealth management solutions to small businesses, high-net-worth                                               individuals and their families. He attained membership in the Merrill Lynch Executive                                                   Club after completing stringent education and production criteria.

 

                                          In 2002 Dan moved his practice to Smith Barney where he continued to expand his                                                           financial  planning and estate planning services;  Dan joined                                                                                                  PNC Investments in 2008 to manage the investment activities of multiple bank branches in                                            the South New Jersey area. This involved extensive training and development, monitoring                                            and coordinating of branch employees providing investment products and service options                                            for bank customers.

 

Dan joined the Vantage Point Wealth Advisor Network in 2012 to access an outstanding financial services platform that offers clients and advisors dependable operational support, robust trading services, an array of investment solutions, practice management support and service excellence.  Dan is a personal financial planner and owner of Vantage Point Wealth Management in Moorestown New Jersey.

 

Dan is a graduate of Temple University where he earned a Bachelor of Business Administration in Accounting. His graduate studies in Economics and Finance was completed at Widener University and Rutgers University. Dan is Series 7 General Securities, Series 63,65, and Life, Health, Variable Annuity Insurance Licensed in multiple states and is appointed with multiple Life Insurance companies.

 

Dan lives with his wife, Patty, and two sons, Daniel and William, in Marlton New Jersey. He was active in Youth sports as a soccer and baseball coach with the Marlton Recreation Council, and served as a Boy Scouts of America Cubmaster for Pack 21 in Marlton. His favorite activity is sailing on Chesapeake Bay with Patty as members of the Severn River Yacht Club.

 

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