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Our Team

Client Centered

Our Team

Donnie Daniel

Owner, LPL Financial Advisor

(803) 972-3110

donnie.daniel@lpl.com

By focusing on each investor’s specific needs, I customize and develop strategies to help clients pursue their financial goals. I have my Series 7 and Series 66 held with LPL Financial.  I provide financial advice to individuals, families, trust, retirements plans, charitable/non-profit organizations, and business owners.

Before joining LPL Financial and starting Daniel Wealth Management, I was an Associate Vice President of Investments with the Private Client Group at Wells Fargo Advisors. During my time at Wells Fargo Advisors, I achieved multiple accomplishments and awards. I also learned how important it is to build a strong dedicated team, and how to best utilize professional research, manager selection, and proper allocation while working toward client’s goals.

Before joining Wells Fargo Advisors, I ran and operated an Edward Jones office as a financial advisor. As a field trainer and facilitator at individual breakout sessions for quarterly meetings, I learned how important it is to build strong relationships with clients and financial partners, to develop and implement a quality strategy to ensure the client's wishes are carried out.

My service-oriented personality also carries over to involvement with my Church and local community. Away from the office, I enjoy being a NCAA baseball umpire, golfing, salt water fishing, and anything that has to do with my family's busy schedule and activities. My wife Julie and I live in Sumter, SC. with our two daughters, Sydney and Lindsay.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Elizabeth Woodrow

Client service associate

803-774-3121

Elizabeth.Woodrow@lpl.com

Elizabeth became a member of the Daniel Wealth Management team on September 21st of 2020. Elizabeth comes to us with a vast knowledge of banking due to having over 10 years of experience in the financial industry and over 15 years in customer service. She has a passion for providing Excellent customer service and building strong client relationships.

 

Elizabeth’s goal as a Client Service Associate is to be an ambassador and represent the Daniel Wealth Management brand by making sure to uphold the company’s core values. She strives to provide a unique and individual experience to each client by going above and beyond, and adding a personal touch with every interaction.

 

Elizabeth is married to her high school sweetheart, Neal, who is a military Veteran. They enjoyed the opportunity of living in multiple states and countries throughout the years. They have one son, Caeleb, who has an interest in computers and technology.