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234 Broad Street Sumter, SC 29150

803-774-3121
Donnie.Daniel@LPL.com
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Portfolio Management

We measure our success by your success.

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Entrepreneurs & Businesses

Unlocking your Financial Potential:

Empowering Your Future.

EXPLORE OUR SERVICES

À La Carte Service Planning

Specific, Customized Services as Needed.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Planning Your Future Vison Of Life, Together

Planning Your Future Vison Of Life, Together

Helping you pursue financial independence. 

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

803-972-3110

Jim Chandler

Jim Chandler

LPL Financial Advisor

803-774-3121

Brett Rowe

Brett Rowe, CFP

Plan Manager - Paraplanning Services

Elizabeth Woodrow

Elizabeth Woodrow

Client Service Coordinator

803-774-3121

Stephen LaRosa

Stephen LaRosa

Insurance Specialist Assistant

803-774-3121

Allison Turner

Allison Turner

Client Services Administrator

803-774-3121

Drew Miller

Drew Miller

Insurance Service Assistant

803-774-3121

Graham Campbell

Graham Campbell

Wealth Manager Assistant

803-774-3121

Lindsay Daniel

Lindsay Daniel

Intern

803-774-3121

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