Hello, I’m Donnie and I am who I am. I love life. I work hard, play harder, pray all the time, and reflect often. With my service-oriented personality it carries over to my involvement with my church and local community. Away from the office, I enjoy being a NCAA baseball umpire, golfing, saltwater fishing, and anything that has to do with my family's busy schedule. I especially enjoy making life memories! I love my family, my wife Julie, son Blair, and two daughters Sydney & Lindsay. My wife and I are empty nesters and love family time. As life changes and continues to happen all around us, we need to be intentional, disciplined, and consistent with our most valuable asset “OUR TIME”.
I’m proud of the innovative team that we are building and growing to assist our families and business owners. We care, listen, customize, tailor, and develop strategies to help and assist “Our Clients” pursue their financial Independence. In late 2023, Daniel Wealth Management made a transition to Osaic the largest Wealth Management independent broker dealer. I believe this was our next step in taking care of and loving on our clients. At Daniel Wealth Management, we care & listen. We strive to Protect, Manage, and Grow our clients future vision of life.
We work with a select group of individuals, families, and business owners. As I continue to build a strong team, I believe in following our service model. We will do this with character, integrity, and confidence, as we seek to earn trust and celebrate life’s journeys together with our clients. We will always put our clients first!
I started Daniel Wealth Management in a small military town called Sumter, SC. I started Daniel wealth Management with my former broker/dealer LPL Financial, before joining Osaic Wealth, it was a wonderful experience. I started out with a vision to improve the lives of the families and business owners that we get the privilege to work for. We are always striving to find better, more efficient, and easier ways for our clients to connect and understand their future vision of life. We strive to help and assist them in pursuing that goal. At LPL I learned how important a diversified team with one goal, to give an exceptional client experience was a huge learning experience.
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 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 clients' 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 seeking to ensure the client's wishes are carried out.
I live in a small town, with a big heart, and wear my emotions on my sleeves, as I am passionate about making every one around me better. I help my clients improve their lives in ways that they didn’t know could exist.
Smile & have a great day!