Daniel Grasmeder

Background

About Daniel Grasmeder

Series 7, Series 63 & 65 NYS Life, Variable, Annuity, Accident & Health Insurance As a Financial Advisor I am focused on total wealth management. Together with Kathleen R. Grasmeder, Financial Advisor, I work with professionals and families to help build wealth, utillize tax-efficient investment strategies, and plan for financial goals and objectives. I bring to the team a diverse professional background in the business community. My reliability, client responsibility, strategic thinking and attention to detail are founded in a solid education in engineering (BS Civil Engineering – Drexel University); successful experience in senior business management; community involvement; and a supportive family. In 2008 I became licensed as a financial advisor and as an insurance agent for Life, Accident & Health, and Annuities. To better service my clients, in 2012 I completed the education, experience, and examination requirements to receive the CERTIFIED FINANCIAL PLANNER™ Professional designation. During my free time I enjoy supporting the interests of my two teenage daughters which includes coaching softball; being a ‘Horse Dad’ (driving horse trailers, cleaning paddocks, cheering at shows); country music; and family vacations. Please contact me by email or telephone only at: daniel.j.grasmeder@morganstanley.com (518)793-4181 NMLS# 1273083