About Daniel Mercado, AIF®, CWS® - Founder, Financial Advisor:

(352) 424-6119 (ext. 101) | Dan@MercadoFinancialGroup.com

With over 30 years of experience in the Financial services and insurance industry, Dan is known for simplifying complex financial concepts and helping families align their strategies with their values and long-term goals. His steady guidance, transparent advice, and values-driven approach have earned him the trust of clients seeking clarity, confidence, and peace of mind in their financial lives.

Beyond the office, Dan brings the same discipline and dedication to his personal life. An avid fitness enthusiast, he works out daily and can often be found at the gym. He also enjoys landscaping and spending time outdoors, finding energy and balance in working with his hands. 

Faith plays a central role in Dan’s life. He and his wife are active members of Radiant Church and its Business Leaders Group, and they are deeply involved in supporting Christian organizations such as Teen Challenge and Turning Point. Through both his professional calling and personal commitments, Dan is passionate about serving others and making a lasting impact in his community. Daniel believes Financial planning should be practical, personal, and puposeful. 

He helps clients address both current priorities and future needs through:

• Customized investment portfolios designed for long-term growth and stability.
• Income and retirement planning strategies to ensure lasting security.
• Insurance and risk management solutions, including life and long-term care coverage.
• Ongoing reviews and communication to keep clients on track and confident in their decisions

Daniel’s best client relationships a often:

• Families preparing for retirement
• Professionals seeking to organize and grow their wealth.
• Individuals who value a personalized approach rooted in trust and education.