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 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 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, saltwater fishing, and anything that has to do with my family's busy schedule and activities. My wife Julie and I live in Sumter, SC. we have two daughters, Sydney and Lindsay.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.