Whitney Mcdaniel

Whitney Mcdaniel Email and Phone Number

Vice President - Investments, Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Whitney Mcdaniel's Location
Beaufort, South Carolina, United States, United States
Whitney Mcdaniel's Contact Details

Whitney Mcdaniel work email

Whitney Mcdaniel personal email

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About Whitney Mcdaniel

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

Whitney Mcdaniel's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Vice President - Investments, Financial Advisor at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Whitney Mcdaniel Work Experience Details
  • Wells Fargo Advisors
    Vice President Investment Officer
    Wells Fargo Advisors May 2002 - Present
    Beaufort, South Carolina, United States

Whitney Mcdaniel Skills

Retirement Planning Investments Estate Planning Iras Life Insurance Education Funding 529 Plans Ira Rollovers Annuity Sales Long Term Care Personal Investment Planning Asset Allocation Financial Advisory Financial Analysis Fixed Income Strategies Strategic Planning Estate Planning Strategies

Whitney Mcdaniel Education Details

Frequently Asked Questions about Whitney Mcdaniel

What company does Whitney Mcdaniel work for?

Whitney Mcdaniel works for Wells Fargo Advisors

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

Whitney Mcdaniel's current role is Vice President - Investments, Financial Advisor at Wells Fargo Advisors.

What is Whitney Mcdaniel's email address?

Whitney Mcdaniel's email address is wh****@****ail.com

What is Whitney Mcdaniel's direct phone number?

Whitney Mcdaniel's direct phone number is +184352*****

What schools did Whitney Mcdaniel attend?

Whitney Mcdaniel attended University Of Kentucky.

What are some of Whitney Mcdaniel's interests?

Whitney Mcdaniel has interest in Education.

What skills is Whitney Mcdaniel known for?

Whitney Mcdaniel has skills like Retirement Planning, Investments, Estate Planning, Iras, Life Insurance, Education Funding, 529 Plans, Ira Rollovers, Annuity Sales, Long Term Care, Personal Investment Planning, Asset Allocation.

Who are Whitney Mcdaniel's colleagues?

Whitney Mcdaniel's colleagues are Amanda L., Colleen Randall, Blake Bumgarner, Abdiel R., Jacob Suberman, Cfp®, Anna Ingarra, Rosival Petronilio.

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