Professional

Dan Zoll's Perspective

Money is inherently useless; it is the effect money has on people's lives that is significant. The effect is the essence of the mission. Stability and security are the foundations most people desire. My job is to engage my clients' focus in this direction.

We work with people who are serious about preparing for the future. Once we define where you are now and where you want to be in the future, we explore the advantages and disadvantages of the many options available. With my professional staff, we will help you select and secure the most appropriate choices from the wide array of products and services available through the Northwestern Mutual Financial Network.

 

Professional Achievements

During his career, Dan has earned these designations and certifications:

  • Chartered Life Underwriter (CLU®) is the premier designation for insurance professionals. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
     
  • Chartered Financial Consultant (ChFC®) designation, which provides a broad spectrum of education in planning for financial security. The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work.
     
  • Accredited Estate Planner (AEP), an accreditation that acknowledges experience and specialization in estate planning. AEP designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to estate planning professionals who meet stringent requirements of experience, knowledge, education professional reputation, and character.
     
  • Certified Financial Planner™ (CFP®) certification, one of the most recognized financial planning marks in the world. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

 

Education

Dan earned a Bachelor of Arts and Master of Arts in English from Florida State University.

 

Awards and Recognition

Forum Symposium logo

Dan has achieved FORUM status, an award earned by only the top 5%

of Northwestern Mutual representatives nationally, from 2000 to 2017.

Award 
Received                 
Million Dollar Round Table Qualifying/ Life Member
2000-2017
Million Dollar Round Table Qualifying Member 1994-1999
Million Dollar Round Table Provisional Member
1993
Community Service Award 1998, 2004
 
 

Associations & Memberships

Dan is involved with the following organizations:

 

Daniel J. Zoll, CLU®, ChFC®, AEP®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck