Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Daniel J. Munroe, JD, CLU
AXA Advisors, LLC

Dan Munroe Bio

Mr. Munroe provides sophisticated insurance and financial strategies for estate, business and charitable planning.  He has over ten years experience in identifying and implementing wealth transfer strategies for private clients and corporations.

 Prior to joining AXA Advisors, Mr. Munroe was Vice President of AXA Equitable’s Marketing and Product Development, where he headed the life insurance product division marketing group.  This group led the company’s efforts in analyzing market position in order to develop and design the most competitive new life products and features.

Mr. Munroe also held positions of increasing responsibility at AXA Equitable’s wholesale life insurance organization based in Farmington, CT. Most recently he served as Vice President, National Accounts and Business Development, responsible for expanding distribution of proprietary AXA Equitable life insurance products among several wholesale channels, including brokerage general agents (BGAs), broker/dealers, and independent financial planner producer groups. Mr. Munroe also previously served as Director of Sales for Direct Brokerage, where he was responsible for launching AXA Partners’ entry into the insurance producer group market.

Mr. Munroe joined AXA Equitable as Vice President and Director of Advanced Sales and Training, responsible for building from inception the AXA Partners Advanced Markets Group. This group was responsible for the execution of advanced case design, which includes such concepts as premium and split dollar financing of life insurance, estate planning, trust structuring, business key person valuations and qualified plan distributions. Mr. Munroe also had oversight responsibility for the creation of advanced case marketing and sales literature for producers and clients.

Mr. Munroe began his insurance career as an associate general counsel at Berkshire Life Insurance Company and later worked as an advanced sales attorney for The Hartford Life Insurance Company.   He has also served as an Assistant Attorney General for the Commonwealth of Virginia and an Assistant District Attorney for the City of Richmond, Virginia.

Mr. Munroe holds a Bachelors Degree in Business Administration from The University of Massachusetts at Amherst. He received a J.D. degree from The Washington and Lee University School of Law in 1993. Mr. Munroe also holds the Chartered Life Underwriter (CLU) designation.   He resides in Simsbury, Connecticut with his wife and two children.  He is involved with several local charities, coaches with the Simsbury Little League, and enjoys hiking the many beautiful trails of Connecticut with his family. 

Contact Information

• e-mail:  Dan.munroe@axa-advisors.com

• Mailing address: Greystone Court, 573 Hopmeadow Street, Simsbury, CT 06070

• Telephone (860) 966-2977.   My branch office telephone number is (212) 408-9000.

Daniel J. Munroe offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and offers the annuity and life insurance products of AXA Equitable Life Insurance Company (NY, NY) through AXA Network, LLC and its insurance agency subsidiaries.  AXA Advisors and its affiliates do not offer tax or legal advice.