McDaniel Wealth Management PLLC |
||
Christy WilsonAccounting and Operations Manager
Phone: 859-236-0595 Christy Wilson is the Accounting and Operations Manager for McDaniel Wealth Management, PLLC. She joined the firm in August of 2010 and is a graduate of Eastern Kentucky University and Boyle County High School. She has 10 years of payroll and bookkeeping experience. Christy concentrates on the preparation of client payroll, tax filings and monthly client write-up. She also assists with the operations of the investment and financial planning process.
![]()
|
||
|
110 North 1st St. Phone: (859) 236-0595 |

Tim McDaniel is a registered representative registered to transact business with clients in CA, FL, IN, KY, NY, OH, TN, TX VA. He is advisory licensed in the following states: CA, FL, KY, MS, NY, NC, OH, SC, TN, TX, VA and is also an insurance agent licensed in KY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products are not insured by the FDIC or any federal government agency and are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.
McDaniel Wealth Management PLLC is not a registered broker/dealer or independent investment advisory firm.