Larry Daniels began working with public employees in financial services in 2012. As a former public employee, he shares a unique first-hand experience of the lack of education received in the workplace. As a contract’s attorney for the largest municipality in New Jersey, Mr. Daniels worked as part of a team that negotiated contracts with major utility companies, managed public bid processes, and drafted legislation. He was often asked to audit the application of public bid formulas to ensure they were factored accurately and fairly. Mr. Daniels’ unique blend of legal and financial expertise has helped him craft everything from simple retirement plans to complicated mixed-strategy plans for his clients and their employers.

Mr. Daniels received his Bachelor of Arts degree from Stockton University, prior to receiving his Juris Doctorate from the Drexel University School of Law. In addition to his current work in financial services, he serves in a variety of pro bono roles for several nonprofits in his role as an attorney. He is an Investment Advisor Representative, offering Investment advisory products and services made available through AE Wealth Management, LLC (AEWM). Larry maintains his life insurance licenses in New Jersey, New York, Massachusetts, Connecticut, Michigan, Louisiana, Texas and Georgia.