AdvisorShare is the vision of its two managing members Daniel McDonald and Roccy DeFrancesco.
 
Let’s face it, when it comes to the distribution of fixed insurance products, there’s been nothing new to come along in years. This revolutionary business model has been on the minds of the managing members for quite some time and it’s exciting to see the vision become a reality.

DOING THE RIGHT THINGS DOESN’T HAVE TO BE HARD

For too long the insurance industry has been one that takes care of itself first before taking care of its clients. Standard operating procedure means the insurance agent is taken care of first, then the IMO, then the client. This is a cycle that has been perpetuated by greed and/or incompetence.

AShare was created with one guiding principle in mind, i.e. ALWAYS PUT THE CLIENT’S NEEDS FIRST!

AdvisorShare

Daniel W. McDonald

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department provides financial guidance and planning to clients, helping them achieve their financial goals.

AdvisorShare

Org chart

Teams

Executive Leadership

Financial Services

Offices

AdvisorShare

Org chart

Teams

Executive Leadership

Financial Services

Offices

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