Whitney Mcdaniel Email & Phone Number

As a Financial Advisor, I can help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for my clients.I worked for a predecessor bank of South State Bank, before joining Wells Fargo Advisors. My experience also includes positions with Bank of America, N.A. and Mortgage Capital Investors. I hold a Bachelor’s of Arts degree from the University of Kentucky. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER (CFP®) Professional designation from the College for Financial Planning. For this designation, I completed approved educational programs, passed rigorous examinations and met stringent experience requirements. In addition to applicable securities registrations, I hold an Accredited Asset Management Specialist professional designation as well as a South Carolina Life and Health Insurance Producer License.This information is intended for use only by residents of South Carolina, CA, FL, GA, HI, IL, MA, MD, MN, NC, NM, TX, VA, and WA.Please contact me by e-mail whitney.mcdaniel@wellsfargoadvisors.com or by Phone 843-524-1114. I cannot respond to messages through LinkedIn./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Investments, Estate Planning, Iras, and 13 others.

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  Vice President Investment Officer

  Wells Fargo Advisors

  May 2002 - Present - Beaufort, South Carolina, United States

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  University Of Kentucky

  Theatre