Allison Daniels

Allison Daniels Email and Phone Number

Partner at Upland Wealth Advisors @ Upland Wealth Advisors
613 Pointe North Blvd, Albany,Georgia 31721,United States
Allison Daniels's Location
Albany, Georgia, United States, United States
Allison Daniels's Contact Details

Allison Daniels personal email

About Allison Daniels

I serve as one of the Partners at Upland Wealth Advisors. Before opening our practice in 2020, I worked for Raymond James as a Financial Advisor since 2010. Prior to that, I began my financial services career with Morgan Keegan's Memphis, Tennessee home office in 2006 working in Institutional Equity Trading. In 2021, I was recognized as a Premier Advisor by Wells Fargo Advisors Financial Network*. I provide sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. I have served the Albany and surrounding area investors for several years and look forward to helping them meet their financial goals for many years to come. This information is intended for use only by residents of Alabama, Arizona, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maine, Mississippi, North Carolina, South Carolina, Tennessee, Texas, and Washington. Please contact me by e-mail, allison@uplandwa.com or by phone, (229) 800-8120. I cannot respond to messages through LinkedIn. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.This information is intended for use only by residents of AL, AZ, DC, FL, GA, KY, LA, ME, MS, NC, SC, TN, TX, VA and WA./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Allison Daniels's Current Company Details
Upland Wealth Advisors

Upland Wealth Advisors

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Partner at Upland Wealth Advisors
613 Pointe North Blvd, Albany,Georgia 31721,United States
Website:
uplandwa.com
Employees:
7
Allison Daniels Work Experience Details
  • Upland Wealth Advisors
    Partner, Financial Advisor
    Upland Wealth Advisors Jun 2020 - Present
  • Raymond James & Associates, Inc.
    Financial Advisor
    Raymond James & Associates, Inc. Aug 2010 - Jun 2020
  • Morgan Keegan
    Institutional Equity Sales Trading
    Morgan Keegan May 2006 - Jun 2010

Allison Daniels Skills

Alternative Investments Series 63 Fixed Annuities Fixed Income Retirement Planning Portfolio Management Investments Variable Annuities Series 66 Asset Allocation Series 55 Wealth Management Equities Life Insurance Uniform Combined State Law Finra Asset Management Customer Service Trading Series 7 Securities

Allison Daniels Education Details

  • University Of Mississippi
    University Of Mississippi
    English Language And Literature/Letters
  • Houston High School
    Houston High School

Frequently Asked Questions about Allison Daniels

What company does Allison Daniels work for?

Allison Daniels works for Upland Wealth Advisors

What is Allison Daniels's role at the current company?

Allison Daniels's current role is Partner at Upland Wealth Advisors.

What is Allison Daniels's email address?

Allison Daniels's email address is a.****@****mes.com

What schools did Allison Daniels attend?

Allison Daniels attended University Of Mississippi, Houston High School.

What skills is Allison Daniels known for?

Allison Daniels has skills like Alternative Investments, Series 63, Fixed Annuities, Fixed Income, Retirement Planning, Portfolio Management, Investments, Variable Annuities, Series 66, Asset Allocation, Series 55, Wealth Management.

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