Gary Daniels, CLU, ChFC, CAPFounding Partner 16 Campus Boulevard
Phone: (610)325-6222
Gary E. Daniels, CLU, ChFC, CAP, Founding Partner A 1975 graduate of West Chester University, Mr. Gary Daniels was a professional golfer prior to becoming a financial representative. Early in his career, Mr. Daniels distinguished himself by becoming the youngest number one agent in the 120-year history of Travelers, an achievement he attained from 1985 to 1989. “My role is to evaluate the needs of highly successful entrepreneurs on an individual basis and design financial strategies from a menu of advanced concepts and asset management systems.” As a founding partner of The Creative Financial Group, Mr. Daniels has forged one of the nation’s most innovative and successful financial services organizations. Mr. Daniels’ primary area of expertise is developing financial and business succession strategies for entrepreneurs with estates valued at $10 million and more. In this capacity, his clients include some of the areas leading entrepreneurs in the construction, manufacturing, wholesale distribution and food industries. Mr. Daniels is a member of the Delaware County, Chester County, and Philadelphia Estate Planning Councils; a ten-year qualifier of the Top of the Table; a life and qualifying member of the Million Dollar Round Table; and a former instructor of the Life Underwriter’s Training Council. A recognized authority on business succession planning, Mr. Daniels frequently addresses professional organizations such as the National Association of Manufacturers and has been quoted in the Wall Street Journal and Fortune magazine. “People work their entire lives to build a business and accumulate assets. If the business does not continue, not only will families suffer, but so too will employees, customers and suppliers.” Mr. Daniels is a member of the Board of Directors of the Variety Club. In 1992, Mr. Daniels, and partner, Mr. Joseph Naselli, established The Creative Financial Charitable Foundation, which contributes to organizations throughout the Delaware Valley. Mr. Daniels and his wife, Claire, reside in Berwyn. Their son Jesse, who works for The Creative Financial Group, lives in the area with his wife and three children as does their daughter Kara Evans and her husband Paul with their three children. Paul also works for the Creative Financial Group. Their youngest daughter, Gwenn, lives and works in New York City. Professional Awards and Memberships
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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