Daniel McShea

Daniel E. McShea

Vice President, Financial Advisor
Naples, FL
239-580-6039 | 800-439-6495
dmcshea@nullhjsims.com

“Trust, integrity and service—this is the motto I live by in my profession. The client is always number one. The term “customer man”, coined in the industry decades ago, is what I strive to be.”

Originally from Utica, NY, Daniel E. McShea has more than 40 years’ worth of experience. In 1976, Daniel Joined Shearson Lehman Hutton, where he worked for 11 years as a Financial Advisor. He then went on to move his financial practice to A.G. Edwards in Naples, Florida for the next 18 years. In 2008, Daniel joined Wells Fargo Advisors for three years and proceeded to join a local advisory practice at Westport Resources, LLC, from 2012 to 2015. He currently has been employed as Vice President, Private Client Advisor with HJ Sims since January 2016. Daniel enjoys customizing investment strategies that are targeted to specific needs and goals to help his clients grow, preserve and maintain their capital now and into the future. Daniel is also a licensed insurance agent, authorized to sell insurance products of various insurance companies. Daniel holds Series 5, 7, 63, PC (Put/Call), Life/Health Insurance licenses. He graduated from Niagara University with a B.S. in Commerce. Daniel resides in Naples with his wife, Dorene and their two sons, Sandy and Skip. In his free time, Daniel likes to jog and take walks with his family dog, Thurman. He has served as president of the Kiwanis Club and as a board member of the Notre Dame Club of Naples. Dorene is active in many local, statewide and national educational and civic initiatives.

 

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