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Daniel LLewellyn, Jr.

Daniel LLewellyn, Jr.

Retirement Plan Coordinator

DJ has been working within Statera Advisors since 2013, focusing primarily on helping plan sponsors and their participants deal with the everyday nuances involved within group retirement plans. DJ is in constant contact with both the Plan Sponsor and Record-keepers to insure that they are receiving the client is receiving the best possible support and services. In addition, he is also coordinates all employee education meetings. DJ holds his series 7 license.