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Daniel Ortiz

Daniel Ortiz

Sales Executive
E
dortiz@lovitt-touche.com
P
(800) 417-2756

A skilled problem solver with more than a decade of experience in the financial services industry, Daniel Ortiz serves as a Sales Executive at Lovitt & Touché, A Marsh & McLennan Agency LLC Company. He works closely with business owners to identify commercial risks, creating both Property& Casualty and employee benefits programs to meet their unique needs.

Prior to joining Lovitt & Touché, Daniel worked as an Agent and Office Manager at Shipsey Insurance, retaining and building the agency’s book of business. He also served as a Licensed Retail Relationships Manager at BBVA Compass Bank, assisting clients with numerous facets of financial planning, including investing, insurance, retirement planning and more.

Daniel holds his Health & Life and Property &Casualty licenses, in addition to a Certified Long-Term Care Designation. He also holds FINRA Series 6, 7, 63 and 65 securities licenses. He earned an Associate of Occupation Studies from Universal Technical Institute.

Daniel’s work has been recognized with numerous awards,including multiple Investment Top Gun Awards from BBVA Compass Bank, Northwestern Mutual’s Pace Setter Award and BNI’s Rising Star award.

Dedicated to serving his community, Daniel is a member of Big Brothers Big Sisters Southern Arizona’s Board of Directors. He previously served on the organization’s Junior Board of Directors, earning the Junior Board Member of the Year award.

A Tucson native, Daniel’s first language is Spanish. He enjoys hiking, cycling or swimming and playing jazz.