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Daryl R. Dagit
Daryl R. Dagit
Financial Advisor
Financial Planning Specialist
401 Main Street
Suite 1000
Peoria, IL 61602
tel: 309-671-2872
fax: 309-671-3710
Email Me
Welcome Associations Experience Education Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Illinois State University
    Finance Advisory Board of the Department of Finance, Insurance and Law
  • St. Johns Lutheran Church
    Sunday School Teacher
    Pekin, IL
  • Save James Field Committee
    Pekin, IL
  • Ambassador for Pekin Chamber of Commerce
  • Camp Cilca Board Member - Finance Committee
  • Kiwanis Member - Southwest Chapter
  • Good Shepherd Lutheran School Building Committee Chairman
  • Chairman Abraham Lincoln Committee for City of Pekin
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Peoria, IL
  • 1993 - 2007: Citi Financial
    District Manager / Region Training Manager / Branch Manager
    Peoria, IL
Education and Licensing
  • BS - Finance, 1986
    Illinois State
    Normal, IL
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Health Insurance Licensed
Services
  • Retirement Planning
  • Financial Planning
  • Qualified Plans
  • Estate Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Investment Policy Statements
  • Endowments and Foundations
  • Cash Management
  • Defined Contribution Plans
  • 529 Plans
  • Qualified Retirement Plans
  • Family Consulting
  • Professional Portfolio Management
  • Institutional Services
  • 401k Rollovers
  • Insurance Services
Bulletin Board
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
  • For the latest municipal bond offerings, please contact me.
Daryl R. Dagit is licensed in the following state(s): AZ, CA, CO, FL, IL, LA, MA, MI, MN, NC, NE, SC, TN, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Municipal Bond Monthly (pdf)

Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)
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