McDaniel Wealth Management PLLC Employee Directory

Financial ServicesKentucky, United States2-10 Employees

McDaniel Wealth Management PLLC operates in the financial services sector, offering wealth management services through Cetera-affiliated entities. Securities are provided through Cetera Wealth Services LLC and advisory services are delivered by Cetera Investment Advisers LLC, with Cetera operating under separate ownership from other named entities. The firm is based in Danville, Kentucky, and serves clients within the United States, presenting itself as a clairvoyant yet cautious option for individuals seeking structured investment and advisory support. With a small professional team, the practice appears positioned to address personalized financial planning and investment management needs for its local market. The arrangement implies a focus on both transaction-based products and ongoing advisory relationships, framed within the regulatory frameworks of FINRA/SIPC and registered investment adviser standards. A recent development note is not provided beyond the firm’s local office presence and parent Cetera affiliations.

Find McDaniel Wealth Management PLLC employees' phone numbers or email addresses

McDaniel Wealth Management PLLC Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

McDaniel Wealth Management PLLC's Leadership

  • Stylized image of a person
    T. M. C.
    President And Founder
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  • Stylized image of a person
    J. R.
    President
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  • Stylized image of a person
    G. W.
    Owner
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  • Stylized image of a person
    B. R.
    Financial Planner & Partner
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  • Stylized image of a person
    C. L.
    Director Of Operations
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  • Stylized image of a person
    C. W.
    Operations Manager
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  • Stylized image of a person
    C. D.
    Accounting Manager
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  • Stylized image of a person
    J. J.
    Wealth Management Advisor
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McDaniel Wealth Management PLLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from McDaniel Wealth Management PLLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. M. C.
    President And Founder
    Phone icon
    United StatesKentucky
    Mar 25, 2026
  • Stylized image of a person
    J. R.
    President
    Phone icon
    United StatesTennessee
    Jun 28, 2026
  • Stylized image of a person
    G. W.
    Owner
    Phone icon
    United StatesPennsylvania
    Jun 26, 2026
  • Stylized image of a person
    B. R.
    Financial Planner & Partner
    Phone icon
    UNITED STATES
    Jan 24, 2025
  • Stylized image of a person
    C. L.
    Director Of Operations
    Phone icon
    United StatesKentucky
    May 29, 2026
  • Stylized image of a person
    C. W.
    Operations Manager
    Phone icon
    United StatesKentucky
    May 28, 2026
  • Stylized image of a person
    C. D.
    Accounting Manager
    Phone icon
    United StatesKentucky
    Jun 02, 2026
  • Stylized image of a person
    J. J.
    Wealth Management Advisor
    Phone icon
    United States
    Jun 27, 2026
  • Stylized image of a person
    J. R.
    Wealth Advisor
    Phone icon
    United StatesKentucky
    Feb 02, 2026
  • Stylized image of a person
    C. J. C.
    Wealth Advisor
    Phone icon
    United StatesKentucky
    Oct 18, 2025

Frequently Asked Questions

What is McDaniel Wealth Management PLLC known for?

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McDaniel Wealth Management PLLC was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 213 West Main Street Danville, Kentucky 40422 United States; you can contact the main corporate office by phone at . Explore McDaniel Wealth Management PLLC's company overview page for more information.

What is McDaniel Wealth Management PLLC's most common email format?

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McDaniel Wealth Management PLLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McDaniel Wealth Management PLLC email formats with LeadIQ.

How many employees does McDaniel Wealth Management PLLC have currently?

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McDaniel Wealth Management PLLC has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are McDaniel Wealth Management PLLC's key employees and leadership?

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As of June 2026, McDaniel Wealth Management PLLC's key employees include:

  • President And Founder: T. M. C.
  • President: J. R.
  • Owner: G. W.
  • Financial Planner & Partner: B. R.
  • Director Of Operations: C. L.

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