Equitable Support

 

We are fortunate to have the following members of the Washington, D.C. Branch Office to provide valuable support to 1804 Financial Group:

 

DANIEL MCNULTY, AIF® Picture of Dan McNulty

Branch Asset Manager

Dan monitors economic and market trends on behalf of our team of financial professionals. Dan also works closely with team members to assist clients in helping them work toward achieving their business and personal planning goals.  Asset management plays an important role in variety of planning needs, including retirement, education, and survivorship planning. 

Graduating from James Madison University in 1999 with a Finance degree, Dan's nearly two decades of experience in the profession has allowed him to gain invaluable knowledge of the economic and financial industry. Dan was tapped to lead the investment team in 2002.  In July of 2016 Dan achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today's climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.

  • BA Finance - James Madison University
  • AIF® Accredited Investment Fiduciary
  • Member of Delta Sigma Pi - Professional Business Fraternity

Daniel McNulty is a member of the Equitable Advisors, Washington, DC support team.

 

RANDY MCQUIN, CFP®, JD

Director of Advanced Planning

With Randy's background in estate and tax law and in financial planning, he have worked with numerous financial professionals and their clients on tax, insurance law, and trust matters for more than a quarter century.  Since 1993 he has had the pleasure of working collaboratively with clients and their advisors, accountants and legal counsel in creating plans that address key business and personal goals and objectives.

  • BMus - The University of Kansas
  • JD  - University of Kansas School of Law
  • CFP®  - College for Financial Planning

 

In addition, Randy holds a certificate from the Notre Dame University Law School Tax and Estate Planning Institute, and he is a member of the Bar of the State of Kansas and admitted to practice before the Federal Courts of the United States. Randy has been accredited as an instructor for continuing education for insurance professionals in Maryland and Virginia, and has lectured on capital development at The George Washington University, the Smithsonian Institution, and the Oregon Bankers' Association.

Randall McQuin is a member of the Equitable Advisors, Washington, DC support team.

 

TASHA COCONIS, JD

Lead Manager - Branch Controls

Receiving her undergraduate degree from Hamilton College and her JD from Western New England College School of Law, Tasha has spent the majority of her career working in a compliance capacity within the financial services industry.  As Lead Manager - Branch Controls, she supports our associates' business by ensuring that they are current on all regulatory requirements, and that their sales practices comply with Equitable compliance and FINRA regulations.

Tasha holds the FINRA S4, S7, S24, S53, and S66 registrations.

Tasha Coconis is a member of the Equitable Advisors, Washington, DC support team.

 

LAURA BROWN, MBA

Senior Branch Operations Manager

As the Sr. Branch Operations Manager, Laura is responsible for the day-to-day operations of the office as well as working closely with the management, associates and staff.  She has her undergraduate degree from George Mason University and her graduate degree from Averett University.

Laura lives in Northern Virginia with her two rescue dogs and enjoys fitting in golf whenever possible.

Laura holds the FINRA S6, S7, S24, and S26 registrations.

Laura Brown is a member of the Equitable Advisors, Washington, DC support team.

 

DENISE GILMORE

Office Manager/Licensing Coordinator

As the Office Manager, Denise wears many hats, with her major responsibility focussed on licensing and onboarding new associates.  She Hold the Associates Degreee from Northern Virginia Community College and is currently working towards her undergraduate degree at George Mason University.

Denise lives in Alexandria, VA  and she's a die-hard Red Sox fan.

Denise Gilmore is a member of the Equitable Advisors, Washington, DC support team.Denise

 

MONIKA ZAWASKY, MBA

Marketing Manager

Monika received her undergraduate degree in Media Art and Design/Corporate Communications from James Madison University and her Masters in Business Administration degree from George Mason University. As the Marketing Manager, Monika oversees the strategy and implementation of branch and associate marketing. She coordinates trainings, branch and associate events, as well as managing a variety of branch communications and social media. She's also responsible for our local branding in the community and in college/universities.

Monika currently resides in Alexandria, VA with her Fiancée and two cats.

Monika Zawasky is a member of the Equitable Advisors, Washington, DC support team.