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. Angela Goines-Eady Client Services Associate 803-774-3121 Angela.Eady@lpl.com Angela joined Daniel Wealth Management in January 2019 after 17 years as a licensed Real Estate Agent. Her experience in various aspects of the real-estate industry enforced the value of listening as the best way to understand a client’s dreams and goals. She draws from her experience to provide a service-oriented approach to problem-solving, as we strive to help you achieve your goals. Angela’s role as Client Services Associate fulfills her desire to help others. She looks forward to being instrumental in your milestones, and in celebrating those with you.Angela is a proud Mom of three: Lauren serves in the Air Force, Matthew serves in the Navy, and Allison owns and operates a local business. She is smitten with her first grandchild and blessed to live near enough to “spoil him mercilessly”. Away from the office she enjoys DIY projects, wood crafts, and time with her family.