Daniel C. Cuddy, Jr., Founder and CEO of Cuddy Wealth Management with over 35 years of experience helping his clients build and preserve wealth up to and through retirement. Dan specializes in assisting his clients to plan a secure retirement and preserve intergenerational wealth, by utilizing prudent strategies and carefully monitoring their ever-changing needs. Dan’s licenses include Series 24, 6, 63, 7 as well as Variable Annuity, Variable Life, Disability and Long Term Care. Dan was born and raised in St. Louis, MO, attended Christian Brothers College and St. Louis University. He volunteers his time as the Committee Chair for the Boy Scouts of America. Dan has worked in the Financial industry with his wife Cheryl for over 32 years. They have four children that have also joined the Cuddy Wealth Group.
States Securities offered: AZ, CA, CO, FL, IA, ID, IL, MI, MO, NC, NV, NY, OR, PA, UT, VA, WI, WY
States Insurance offered: AZ, CA, CO, FL, ID, IA, MO, NC, NV, NY, OH, OR, PA, SC, TX, UT, VA, WI, WY RIA: NV, TX