Daniel J. McCleary Position: Special Agent Designation(s): CLU, ChFC Address: 17515 Spring-Cypress #C315 Cypress, Texas 77429 Phone: 281-304-9714 Alt Phone: Fax: 281-213-8248 Email:

Professional Experience
Dan is a special agent for the Guardian Life Insurance Company of America and a registered representative for Park Avenue Securities. He holds a Group 1 in Texas, Missouri, California and Colorado. He also has his series 7. Dan gathers and analyzes client provided information, to identify financial needs and to provide products and services for individuals and businesses. His business includes closely held business owners, professionals, and executives needing to coordinate their personal planning with their business planning through the utilization of life, health, disability and long term care insurance, annuities and mutual funds.


Education
State College of Iowa, 1966
University of Northern Iowa, M.A. in education, 1969
The American College, M.S. in Financial Services, 1984


Memberships & Afflilations
Houston Association of Insurance and Financial Advisors, since 1974 Houston Association of Health Underwriters, 1992 Houston Business & Estate Planning Council, President, 1992 American College- President’s Council- 1995, 1996, 1997, 1999, 2000 and 2002 Society of Financial and Service Professional, since 1979 Houston Chapter Society of Financial Service Professionals, president 1988 Southern Regional, Liaison Chair 1992 – 2000 Chapter Leaders Conference Instructor 1993 – 2000 National Board of Directors 2003 - 2006


Personal
Dan was born in Davenport, Iowa and moved to Houston in 1974. He married his wife Jill in 1974 in Columbia, Missouri. He has two children Lindsay and Matthew. 
Houston 1st Baptist Church Pastor’s Retirement Committee, 1999-2000
Sunday School Class Director 2001 – present
Church Usher 2001 – present
Handicare Foundation
Past Board Member Indian Guides
Cy-Fair Tribal Chief
Y.M.C.A. Indian Princess
Cy-Fair Tribal Chief
Y.M.C.A.
Inwood Dads Club
Baseball Coach Cy-Fair Sports Association
Basketball & Baseball Coach Northwest Academy
Annual Giving Campaign- Participation Chair, 1997 & 1998
Longwood Homeowner’s Association- Capital Improvement Chair, 2001 – 2005
AAU Assistant Basketball Coach- 2004
Young Life Advisory Committee 2006 2007 


Other

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Special Agent, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC. .

Advisory: Texas

Licensed in (state):
Life insurance: California (# 772409), Missouri and Texas.
Securities: Texas