168 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE Charleston Southern University, he subsequently concluded his studies online while living in Sumter, South Carolina, and earned a bachelor’s degree. In addition to his academic credentials, he has also completed his Series 7 and 66 examinations. He shortly thereafter began his career working as a financial advisor for Edward Jones. Over the course of his career, Mr. Daniel also formerly worked with the Private Client Group at Wells Fargo Advisors, which recognized him as a Premier Advisor. During his time with Edward Jones, he also received several productionrelated accolades. Possessing a naturally inquisitive mind, Mr. Daniel loves piecing together puzzles, such as those presented to him by the field of financial management. Therefore, he has naturally excelled in his profession. In the coming years, he hopes to continue expanding his firm and his efforts in the financial management industry with LPL Financial as his broker-dealer. Drawing upon nearly two decades of professional experience, Donald D. Daniel is a proven expert in the field of finance. Throughout his time in the field, he has dedicated himself to guiding his clients with his specialized financial planning and management services, with a keen focus on portfolio management, estate planning and future vision of life. Mr. Daniel began Daniel Wealth Management in 2018, his own firm based in Sumter, South Carolina, where he continues to operate as a wealth manager and financial advisor. Mr. Daniel provides services to clients from New York to Florida and across our great nation. Working closely with his clients, he will often begin by laying out plans for longterm financial stability and organization, with a strong emphasis on preparing for worst-case scenarios. He believes we should strive to Protect, Manage, and Grow our future vision of life by being deliberate and intentional. After further cementing any plans, Mr. Daniel sets benchmarks and begins the process of monitoring and managing his clients’ current and future goals. As part of his vocational journey, Mr. Daniel pursued a formal education. After studying at DONALD D. DANIEL WEALTH MANAGER, FINANCIAL ADVISOR Daniel Wealth Management Sumter, SC
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