Our Team Our Team Donnie Daniel Owner, LPL Financial Advisor (803) 972-3110 email@example.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. Ann Dickens Client service associate 803-774-3121 firstname.lastname@example.org 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 a client service associate 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. Ryan who is an amazing intelligent aspiring athlete and hopes to play Football for Clemson university. Damian who is very intelligent and unique and loves anything with technology and aspires to be a Chef, his twin brother Dylan who is an aspiring baseball player and has a love for the Outdoors, Annabelle who is a bright spirited dancer/cheerleader/Athlete.