• Dan Courtney, MBA

    Head of Life, Long-Term Care, and Disability Income Distribution

Prior to his current role, Dan spent 15+ years working in the insurance industry. At MetLife, AIG, Hartford and Northwestern Mutual, he held numerous positions in sales and distribution of life insurance, long-term care and disability income. As a Point of Sale specialist Dan has supported financial advisors in Wirehouses, Banks, Broker Dealers and RIA’s.

Prior to joining Raymond James 3 years ago, Dan was a Regional Sales Vice President for MetLife and AIG in Washington D.C. and Chicago. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan, including support for these solutions in Goal Planning and Monitoring.

Dan is based in the Washington D.C. office of the Chesapeake Complex covering the DMV, DE, E. NC, IA, IL, and WV, working with Raymond James advisors and their clients as a comprehensive Point of Sale representative of Raymond James Insurance Group.

Dan resides in Arlington, VA with his wife, Condylia, son, J.J., daughter, Alexandra and dog, Gracie. Besides enjoying time with his family he enjoys waterfowl hunting, golfing, and attending sporting events with his family.