Before Daniel McDonald started devoting his work fulltime to AdvisorShare in 2020, he served as an educational resource to thousands of financial advisors around the country.  After entering the industry in 2012, he quickly became a valued partner to advisors at America’s largest banks and broker dealers in search of high-quality, fixed income alternatives to replace bond allocations in client portfolios.   Daniel was tasked by financial institutions with training their representatives on how to properly use annuities that had only recently been added to their platform to decrease their overall exposure to riskier, fixed income positions. Now Daniel uses that experience to help independent financial advisors and end consumers find the best product by educating interested parties on the true pricing dynamics around insurance products.

Daniel is a second-generation, financial services professional coming into the industry under his father guidance who began his carrier in the industry in 1978.  Daniel is insurance licensed in all 50 states and well experienced in considering all industry rules and regulations prior to providing proposals for clients to buy.  Daniel’s high standard of care, good standing across the insurance industry, and success with growing AdvisorShare makes him an ideal fit to work directly with the clients of his valued advisor network.