McDaniel Wealth Management PLLC |
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Lee Jinright
Phone: (859) 236-0595 Lee is the COO at McDaniel Wealth Management. He is a Certified Public Accountant and a graduate of Auburn University in Auburn, Alabama with a Bacahelor of Science Degree from the College of Business in Accounting. He has seventeen years experience in the field of accounting and tax working with a diverse range of clients from Fortune 500 companies, small businesses, non-profit organizations and individuals. His experience includes employment with Ernst & Young, LLC and Turner Broadcasting System, Inc., in Atlanta, GA. He brings a wealth of knowledge and experience dealing with complex business, accounting and tax issues. Lee lives in Lexington, KY with his wife, Jenni and two daughters, Hayden and Emma. He is a member of Calvary Baptist Church where he teaches fifth grade Sunday School. He enjoys golf and college football. Lee joined McDaniel Wealth Management, PLLC in 2009 and believes a unique opportunity is offered to clients to have all of their investment*, retirement, insurance, accounting and tax needs met in one office.
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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.