Daniel Cotter
Financial Professional
With over 25 years in the financial industry, Dan brings a great deal of experience in serving the investment and insurance needs of successful business owners and high net worth individuals. His experience includes consulting professional advisors and clients on the proper methods of performance reviews for business, individual and trust owned life insurance combined with proper estate planning techniques. Prior to his experience in the financial industry Dan was a co-owner of a private energy company.
Dan is a frequent speaker to professional organizations including the Ohio Society of CPA’s, Ohio and Florida Bar Associations and numerous bank operated seminars. Dan has been quoted in a variety of financial publications including Financial Advisor Magazine, Insurance News, and Registered Rep. He primarily provides financial services in Ohio, Florida and Michigan.
Dan and his wife Liz reside in Rocky River, Ohio and they have three adult children. Dan is passionate about skiing and golf and he and his wife own a home in Naples, Florida.
Board Involvement and Associations
University Of Notre Dame Senior Alumni Board
Trustee
National Association of Insurance and Financial Advisors Million Dollar Round Table
Life and Top of the Table Qualifier
Malachi House
Past Chair and Life Trustee
Jesuit Retreat House
Past Chair
Diabetes Association of Greater Cleveland
Past Trustee
Notre Dame Alumni Club of Cleveland and Cincinnati
Past President
Education
University Of Notre Dame
BA, English
California Insurance License #: 0B34268
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Lakeside Financial Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.