Daniel C. Cuddy, Jr., is the Founder and CEO of Cuddy Wealth Management, bringing four decades of industry expertise to clients focused on wealth creation and preservation. Specializing in secure retirement planning and intergenerational wealth strategies, Dan applies a personalized, long-term approach to help families navigate complex financial landscapes. A highly credentialed advisor, he holds Series 24, 7, 6, and 63 licenses, with additional specializations in variable annuities, life insurance, and long-term care. A St. Louis native and Christian Brothers College and St. Louis University alumnus, Dan is proud to lead a true family practice alongside his wife and four children.
States Securities offered: AL, AZ, CA, CO, FL, IA, ID, IL, MI, MO, MS, MT, NC, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WY
States Insurance offered: AZ, CA, CO, FL, ID, IA, MS, MO, NC, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WY RIA: NV, TX