Broker Check
Daniel  Cotter

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