Valmark Financial Group
Coayne McDaniels has over 30 years of experience in the financial services industry, currently serving as a Licensing and Registration Specialist and Director of Advisor Transitions at Valmark Financial Group since January 2000. Responsibilities include coordinating onboarding and offboarding processes, ensuring accurate CRM data management, overseeing Agent of Record changes, and supervising the Transition Team. Prior experience includes roles as a Life and Brokerage Specialist at Rocky Mountain Insurance Network, specializing in large case management and training, and as a Brokerage Associate at MetLife Brokerage, focusing on brokerage operations and client relationship management. Coayne McDaniels holds a BS in Business Administration from Skadron Business College.
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Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.