McDaniel Wealth Management PLLC

McDaniel Wealth Management PLLC

Financial Services Danville, Kentucky, United States 10 employees
Employees
10
Contacts
3
Emails
3
Phones
1

McDaniel Wealth Management PLLC Overview

Headquarters
Danville, Kentucky, United States
Industry
Financial Services
Employees
10
Founded
2004
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About McDaniel Wealth Management PLLC

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Securities offered through Avantax Investment ServicesSM and Cetera Wealth Services, LLC, both member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSm, a registered investment adviser. Cetera and Avantax are under common ownership.

McDaniel Wealth Management PLLC Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

McDaniel Wealth Management PLLC Org Chart

Sample employees and titles
Name Title Contact
Christy Wilson Operations Manager at Mcdaniel Wealth Management Pllc
Email
Tim Mcdaniel Cfp®, Cpa Certified Financial Planner™ - Financial Advisor
Email
Carolann Davis Accounting Manager at Mcdaniel Wealth Management
Email Phone

Employees by Management Level

Manager 2 profiles
Individual contributor 2 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Finance 1 1 0
Operations 1 1 0

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