Our Team Our Team Donnie Daniel Owner, LPL Financial Advisor (803) 972-3110 firstname.lastname@example.org 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. Whitney Knight Client Experience Manager 8037743121 email@example.com Whitney Knight joined Daniel Wealth Management in August 2021. Prior to coming to Daniel Wealth Management, Whitney worked and grew the foundations needed of the financial industry at Edward Jones Investments, where she was the Branch Office Administrator for two different branches and held the leadership role of Branch Office Administrator Mentor Coordinator for the region. She is excited for the opportunity to continue to grow and learn how best to customize and tailor strategies for families and business owners alike. With her personal skills and intuitive understanding of the operational side of the financial industry, she feels she is a wonderful fit to build relationships and grow personally as a financial professional at Daniel Wealth Management. At Daniel Wealth Management we are honored and excited for our next step in providing an enhanced client experience for the families and business owners that we care for on a daily basis. We believe Whitney will be an asset to not just the firm, our team, and the ones we take care of but to her family as she works through the seasons of her life. Whitney brings over 8 years of customer service experience. She takes pride and has gained a wide range of knowledge and experience working with clients across all walks of life. It is a passion of hers in life to assist and be an asset for everyone that she comes in contact with. Whitney’s friendly and professional attitude allows people to feel comfortable and confident with the advice and guidance that she provides. Whitney was born in and lives in Sumter, SC. Whitney enjoys spending time with her family. Her husband Jeff and their two sons, Atlee and Arris, keep her busy and her hands stay full with their many activities like, time at the lake, boat rides, playing outside, and whatever else the family has planned. Whitney will run the operations of Daniel Wealth Management and she is looking forward to meeting you soon!