Daniel B. Spickard

Helping business owners simplify retirement decisions and move forward with clarity and confidence.

Role
Investment Advisor at Park Avenue Wealth Management
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel B. Spickard

My passions in life are my family, Snowboarding, Good Beer, Teaching and Empowering those I connect with to reach levels beyond their comprehension. This goes for all areas of their lives, not just their Finances. I have a personal drive to provide those I care about the specialized knowledge they need to strive in the ever-changing financial world we live in. This is why I taught the Personal Finance at the Duquesne School of Pharmacy for over a decade. I also speak regularly at various Universities, Hospitals, & Professional Medical Organizations all over the country in an attempt to make a difference to those I come in contact with. I am also a self-proclaimed \"Foodie/Beer Snob\" & Die Hard Steelers/Penguins/Pirates Fan! If you want to discuss how I can help you achieve financial balance lets grab a beer sometime.Interests: Family, Golfing, Snowboarding, Investing, Financial Planning, Tennis, Mountain Biking, Craft Beer, Wine./COMPLIANCE:20••••93/

Experience

  1. Investment Advisor

    Park Avenue Wealth Management

    Jan 2006 — Present

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 244 Boulevard of the Allies; Pittsburgh, PA Phone:(41••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Luttner Financial Group is not an affiliate or subsidiary of PAS or Guardian. AR Ins Lic ID #78•••76. CA Ins Lic ID#0I72272. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Education

  • Colorado State University

    BA, Technical Journalism

    1996 — 1998

  • Bethany College

    Communications

    1993 — 1996

Skills

  • Pharmacists, Doctors, Dentists, Medical Professionals
  • Disability Insurance
  • Small Business Owners
  • Investment Management
  • Employee Benefits
  • Pharmacists
  • Life Insurance

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Daniel B. Spickard — Investment Advisor at Park Avenue Wealth Management in Pittsburgh, PA, US | Unifers