David Mcdaniel

David Mcdaniel Email and Phone Number

Senior Vice President ~ Financial Advisor @ Morgan Stanley
Augusta, GA, US
David Mcdaniel's Location
Greater Augusta Area, United States
David Mcdaniel's Contact Details

David Mcdaniel personal email

n/a

David Mcdaniel phone numbers

About David Mcdaniel

I am an experienced wealth and financial advisor committed to helping my clients achieve their wealth accumulation and wealth transfer goals. I recognize that every individual is different, therefore each investment strategy is tailored to meet that client’s specific long and short term financial goals.Through the utilization of consistent and disciplined portfolio construction strategies along with my many years of experience, I endeavor to optimize my clients returns based on the degree of risk. I also understand that financial and wealth management is more than allocating money properly, it is also managing the current and future wellbeing of my client’s, including the tax efficient transfer of wealth from generation to generation. Please contact me or visit my website if you'd like to discuss how my process can assist you.

David Mcdaniel's Current Company Details
Morgan Stanley

Morgan Stanley

View
Senior Vice President ~ Financial Advisor
Augusta, GA, US
Employees:
94640
David Mcdaniel Work Experience Details
  • Morgan Stanley
    Senior Vice President ~ Financial Advisor
    Morgan Stanley
    Augusta, Ga, Us
  • Morgan Stanley
    Vice President ~ Financial Advisor
    Morgan Stanley Jun 2011 - Present
    Augusta, Georgia Area
    Wealth Management, Investment Strategy and Allocation, 529 Plans, Alternative Investments, ETF, IRA, Municipal Bonds, Mutual Funds, Retirement, Estate Planning Strategies including Insurance and Annuities. © 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not… Show more Wealth Management, Investment Strategy and Allocation, 529 Plans, Alternative Investments, ETF, IRA, Municipal Bonds, Mutual Funds, Retirement, Estate Planning Strategies including Insurance and Annuities. © 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. For more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/David.McDaniel/ The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Show less
  • Merrill Lynch
    Wealth Management Advisor
    Merrill Lynch Jan 1992 - Jun 2011
    Augusta, Georgia Area, United States
    Wealth Management, Investment Strategy and Allocation, 529 Plans, Alternative Investments, ETF, IRA, Municipal Bonds, Mutual Funds, Retirement, Estate Planning including Insurance and Annuities.

David Mcdaniel Education Details

  • Georgia State University
    Georgia State University
    Finance, Portfolio Construction And Management

Frequently Asked Questions about David Mcdaniel

What company does David Mcdaniel work for?

David Mcdaniel works for Morgan Stanley

What is David Mcdaniel's role at the current company?

David Mcdaniel's current role is Senior Vice President ~ Financial Advisor.

What is David Mcdaniel's email address?

David Mcdaniel's email address is da****@****ast.net

What is David Mcdaniel's direct phone number?

David Mcdaniel's direct phone number is +191425*****

What schools did David Mcdaniel attend?

David Mcdaniel attended Georgia State University.

Who are David Mcdaniel's colleagues?

David Mcdaniel's colleagues are Hari Krishna P, Saikrishna Thati, Madan Mahek, Danielle Cidade, Eleni Apostolatos, Frank Biasi, Josh (Qiushi) Zhang (China).

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