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Client Events

Shredfest

Clients enjoy BBQ, potato sticks and other "shredded" food at our annual Shredfest event while they watch the AAA NAID Certified Docubit truck shred their old files, records, receipts and other papers. This event is often held in the fall.

3rd Annual Bostick/McDaniel Golf Outing

On June 10, 2011, clients enjoyed a day of golf, food and prizes.

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.