Nick Daniel

Nick Daniel Email and Phone Number

Co-founder at Columbus Wealth Management @ Columbus Wealth Management
Nick Daniel's Location
Columbus, Ohio Metropolitan Area, United States
Nick Daniel's Contact Details

Nick Daniel work email

Nick Daniel personal email

n/a
About Nick Daniel

Prior to founding Columbus Wealth Management, Nick joined a small firm as the seventh employee. In the seven years he was there, assets under management and employee count nearly tripled. Recognizing his role in the company's growth and success, he was offered an opportunity to become a partner of the firm, but decided to leave and create the firm he always dreamed of owning. Nick has worked with some of the wealthiest business owners, corporate executives, and multi-generational families in Columbus. He has been involved in every aspect of their financial lives, including managing portfolios with alternative investments (Limited Partnerships, LLC's, etc.), analysis and management of executive compensation plans, and developing creative solutions for families exceeding lifetime estate and gift tax limits. He forms close relationships with his clients and becomes a trusted resource for anything and everything financial.​Nick lives downtown in Columbus with his wife Kelli, son Max, and dog Bentley. He loves to travel to new places when he can find the time. Nick always has a new project going on, and when he doesn’t, loves to spend time on a lake, go fishing, or snowboarding with his family.

Nick Daniel's Current Company Details
Columbus Wealth Management

Columbus Wealth Management

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Co-founder at Columbus Wealth Management
Nick Daniel Work Experience Details
  • Columbus Wealth Management
    Co-Founder
    Columbus Wealth Management Nov 2021 - Present
    Columbus, Ohio, United States
  • Windsor Advisory Group
    Director
    Windsor Advisory Group Jul 2020 - Oct 2021
  • Windsor Advisory Group
    Senior Associate
    Windsor Advisory Group Jan 2018 - Jun 2020
  • Windsor Advisory Group
    Associate
    Windsor Advisory Group Jun 2015 - Dec 2017
    Columbus, Ohio Area
  • Summit Financial Strategies, Inc.
    Intern
    Summit Financial Strategies, Inc. May 2014 - Jul 2014
    Columbus, Ohio Area
  • Dantech Group
    Service Technician & Sales
    Dantech Group Jan 2009 - May 2014
    Dayton, Ohio Area
  • Midwest Medical Equipment
    Service Technician & Sales
    Midwest Medical Equipment Jan 2009 - May 2014
    Dayton, Ohio Area

Nick Daniel Skills

Financial Planning Financial Modeling Investment Management Microsoft Excel Writing Rhetoric Project Management

Nick Daniel Education Details

Frequently Asked Questions about Nick Daniel

What company does Nick Daniel work for?

Nick Daniel works for Columbus Wealth Management

What is Nick Daniel's role at the current company?

Nick Daniel's current role is Co-founder at Columbus Wealth Management.

What is Nick Daniel's email address?

Nick Daniel's email address is nd****@****llc.com

What schools did Nick Daniel attend?

Nick Daniel attended Miami University.

What are some of Nick Daniel's interests?

Nick Daniel has interest in Boating, Investing, Snowboarding, Cars, Reading, Golf, Hockey, Fishing.

What skills is Nick Daniel known for?

Nick Daniel has skills like Financial Planning, Financial Modeling, Investment Management, Microsoft Excel, Writing, Rhetoric, Project Management.

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