McDaniel Wealth Management PLLC |
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Tim McDanielPresident and Founder
Phone: 859-236-0595 Tim McDaniel is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Public Accountant. He is a graduate of Centre College (B.S. 1992) in Danville KY and the University of Kentucky (M.S. 1993) in Lexington KY. Tim has obtained his Series 6, 63, 7 and 65 investment licenses and is also insurance licensed. Tim a Registed Representative and Investment Advisor Representative with H. D. Vest Investment Services. Tim opened McDaniel Wealth Management PLLC in January 2004 with a mission of offering his clients a unique service - a personal and complete financial game plan. Tim and his team focus on individuals and small businesses intent on providing them comprehensive financial services including investments*, taxes, insurance and estate planning. Tim lives in Danville, Kentucky with his wife, Micki, an estate planning attorney and his two children, Grace and Will. He is a member of Indian Hills Christian Church. Tim is an avid sports fan and enjoys coaching youth sports, playing golf and spending time with family and friends.
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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.