Financial Services | Daniel Wealth Management | Sumter, SC

Financial Planning

Embark on a journey toward financial success with us by your side. We'll help you navigate the twists and turns of your financial path, helping you work towards your goals.

Begin Your Personal Journey

Retirement Planning

Picture your dream retirement, and we'll help make it a reality. Our personalized approach ensures your retirement is as unique as you are, tailored to your needs.

Plan Your Future

Insurance Planning

Protect - Manage - Grow

Our dedicated team of insurance specialists will show you how a well-crafted financial plan, paired with the right insurance products, can provide the protection your family deserves.

Portfolio Managment

Growing and safeguarding your wealth is our expertise. Let's work together to optimize your investments, building a strong foundation for your financial future.

Take The First Step

Planning Your Future Vison Of Life, Together

Planning Your Future Vison Of Life, Together

Helping you pursue financial independence.

Let's Get Started

OUR SERVICES

Protect

Our holistic planning protects you and your family from the worst-case scenarios.

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Manage

Working together, through real life situations, to get you and your family financially organized.

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Grow

Working hand in hand to create your future vision of life!

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MEET THE TEAM

Donnie Daniel

Donnie Daniel

Wealth Manager

Donnie.Daniel@lpl.com

Jim Chandler

Jim Chandler

LPL Financial Advisor

Jim.Chandler@lpl.com

Brett Rowe

Brett Rowe, CFP

Plan Manager - Paraplanning Services

Brett.Rowe@lplfinancial.com

Elizabeth Woodrow

Elizabeth Woodrow

Client Service Coordinator

Elizabeth.Woodrow@lpl.com

Stephen LaRosa

Stephen LaRosa

Insurance Specialist Assistant

Stephen.Larosa@lpl.com

Allison Turner

Allison Turner

Client Services Administrator

Allison.Turner@lpl.com

Brianna Rudd

Brianna Rudd

Marketing Specialist

brianna.rudd@lpl.com

Drew Miller

Drew Miller

Insurance Service Assistant

Graham Campbell

Graham Campbell

Wealth Manager Assistant

Graham.Campbell@lpl.com

Lindsay Daniel

Lindsay Daniel

Intern

Lindsay.Daniel@lpl.com

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