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. Ann Dickens Executive Assistant 803-774-3121 email@example.com Ann joined Daniel Wealth Management on January 3rd of 2020. Ann’s 12 years in Retail and Office management experience helps enforce her values of listening to clients and wanting to help them in every aspect she can and enjoying in celebrating their life’s milestones with them. She was raised around the Military, so she has experience in different cultural backgrounds to help her relate to her client’s and their goals.Ann’s role as Executive Assistant brings her joy in helping people and she looks forward to assisting you in fulfilling your financial dreams.Ann is a proud mother to four children. Sons Ryan, twins Damian & Dylan and Daughter Annabelle. 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.