Financial Services | Daniel Wealth Management

Strategy Based Services

Your plan for the future should anticipate problems and adjust to changes. We can help.

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Entrepreneurs & Businesses

Our knowledgeable and experienced advisors are always looking for better ways to equip you for
what’s to come.

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Performance Based Services

We measure our success by your success.

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Your Vision of Life, Our Sound Planning

Helping you pursue financial independence.

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Helping You Understand Today's Financial Environment

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OUR SERVICES

Retirement Planning

Thanks to decades of experience, we can focus on building meaningful experiences for our clients.

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Financial Planning

We work with you to outline what's most important and craft a financial strategy around your needs.

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Insurance

Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

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MEET THE TEAM

Donnie Daniel

Wealth Manager

803-972-3110

Donnie.Daniel@lpl.com

Jim Chandler

LPL Financial Advisor

803-774-3121

Jim.Chandler@lpl.com

Whitney Knight

Client Experience Manager

803-774-3121

Whitney.Knight@lpl.com

Elizabeth Woodrow

Client Service Coordinator

803-774-3121

Elizabeth.Woodrow@lpl.com

Anna Lowder

Financial Planning Assistant

(803)774-3121

anna.lowder@lpl.com

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