Title: Financial Advisor
Company: Daniel Wealth Management
Location: Sumter, South Carolina, United States
Donnie D. Daniel, financial advisor at Daniel Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial planning.
Mr. Daniel has dedicated his career to protecting, managing and growing his clients’ dreams through financial planning and management. At Daniel Wealth Management, he provides a holistic approach to portfolio management and estate planning to clients across the United States. Mr. Daniel credits the firm’s success to his individualized and personal approach to wealth management and considers watching his clients accomplish their goals and celebrate life milestones to be the highlight of his work.
Mr. Daniel studied at Charleston Southern University before finishing his degree online and graduating in Beaufort. He began his professional career as a financial advisor with Edward Jones Investments. Prior to establishing Daniel Wealth Management, he found notable success as an associate vice president of investments with the Private Client Group at Wells Fargo Advisors. He was named a Premier Advisor by Wells Fargo Advisors and is the recipient of various production-related awards from Edward Jones Investments.
Mr. Daniel’s securities and advisory services are offered through LPL Financial, a registered investment advisor, and his clients include individuals, families, trusts, retirements plans, charitable and non-profit organizations and business owners. He has maintained professional affiliations with the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation. In his free time, Mr. Daniel serves as a baseball umpire for the National Collegiate Athletic Association. Looking toward the future, he aims to become a full-service company by expanding production.
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