Robert B. Daney, Jr.

Robert B. Daney, Jr.

Chartered Financial Consultant

Phone: (419) 843-4737
Fax: (419) 843-2623
E-mail:

PROFESSIONAL SPECIALTY
Financial Advisor: 30+ years of experience helping people make smart decisions with their money.

PROFESSIONAL CREDENTIALS
BA, Economics, University of Toledo, OH, 1970
Chartered Life Underwriter (CLU), The American College,
Bryn Mawr, PA, 1979 | Veteran, Captain, United States Army,
Honorable Discharge, 1980 | Chartered Financial Consultant (ChFC),
The American College, Bryn Mawr, PA, 1982 | Fellow, Life Management
Institute (FLMI), Life Office Management Association, Atlanta, GA, 1984
| Certified in Long-Term Care (CLTC), Corporation for Long-Term
Care Certification, Boston, MA, 2007 | Past President, Toledo Chapter,
Society for Financial Service Professionals | Investment Advisory Representative,
Securian Financial Services, Inc., Registered Investment Advisor | Registered Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC | Accountancy Board of Ohio CPE Sponsor No. M2041

PROFESSIONAL BACKGROUND
Mr. Daney, associated with Financial Design Group since 1996, conducts his business in partnership with his son, Jeffrey S. Daney, also a financial advisor with Financial Design Group. Mr. Daney frequently serves as a co-advisor to other financial advisors and their clients. He served as an Estate Planning and Business Insurance Specialist for the Private Client Group of Merrill Lynch, managed a very successful brokerage office for Connecticut Mutual (now MassMutual) Life Insurance Company, and served as president of Professional Financial Planning, Inc., the financial planning subsidiary of Lincoln National Corporation. Mr. Daney, a nationally recognized estate planning expert, voluntarily serves as an associate editor of The Journal, the official monthly publication of the Society for Financial Service Professionals.

PROFESSIONAL PHILOSOPHY
Most people do not have the time, knowledge, or desire to research all aspects of their money on an ongoing basis. Many people need a professional financial advisor to help them evaluate their changing situation so they can make smart financial decisions with their money.  His motto: “Do what you do best and hire out the rest.”

PROFESSIONAL MISSION
To help people make smart decisions with their money.
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