Dan Sargo

Dan Sargo, Client Service Manager

With over two decades worth of experience in financial wealth, Mr. Sargo ensures clients receive outstanding and trustworthy service.  He began his financial services career in 2001, and has worked with Mellon Financial, The Bank of New York Mellon, and PNC Financial.

Dan’s primary focus at Medallion Wealth Management is to maintain a quality relationship between our financial advisors and their clients.  He is responsible for opening new accounts, processing deposits, scheduling meetings, and proving personal assistance at every step along the way.  His desire to help bring financial stability and wealth to Pittsburgh families, and nationwide, is the driving force behind all aspects of Dan’s work.

Dan lives in Wilkins Township with his wife, Cristin, and three children, Christopher, Giana, and Dominic. He is an avid sports fan, dedicated husband, and father, and often can be found in a local hockey rink or soccer field cheering on his children.


  • Robert Morris University – BSBA, Management Information Systems

Mr. Sargo’s email address is dsargo@medallion-wealth.com

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