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McDaniel Wealth Management PLLC Employee Directory

Financial ServicesKentucky, United States11-50 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
16

Minus sign iconPlus sign icon
  • United States Of America
    16

McDaniel Wealth Management PLLC's Leadership

  • President And Founder at McDaniel Wealth Management PLLC
    T. M. C.
    President And Founder
    Mobile Phone
  • President at McDaniel Wealth Management PLLC
    J. R.
    President
    Mobile Phone
  • Owner at McDaniel Wealth Management PLLC
    G. W.
    Owner
    Mobile Phone
  • Financial Planner & Partner at McDaniel Wealth Management PLLC
    B. R.
    Financial Planner & Partner
    Mobile Phone
  • Director Of Operations at McDaniel Wealth Management PLLC
    C. L.
    Director Of Operations
    Mobile Phone
  • Operations Manager at McDaniel Wealth Management PLLC
    C. W.
    Operations Manager
    Mobile Phone
  • Accounting Manager at McDaniel Wealth Management PLLC
    C. D.
    Accounting Manager
    Mobile Phone
  • Wealth Management Advisor at McDaniel Wealth Management PLLC
    J. J.
    Wealth Management Advisor
    Mobile Phone

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
Location
Last Update
  • President And Founder at McDaniel Wealth Management PLLC
    T. M. C.
    President And Founder
    Mobile Phone
    United States, Kentucky
    Mar 25, 2026
  • President at McDaniel Wealth Management PLLC
    J. R.
    President
    Mobile Phone
    United States, Tennessee
    Jun 28, 2026
  • Owner at McDaniel Wealth Management PLLC
    G. W.
    Owner
    Mobile Phone
    United States, Pennsylvania
    Jun 26, 2026
  • Financial Planner & Partner at McDaniel Wealth Management PLLC
    B. R.
    Financial Planner & Partner
    Mobile Phone
    UNITED STATES
    Jan 24, 2025
  • Director Of Operations at McDaniel Wealth Management PLLC
    C. L.
    Director Of Operations
    Mobile Phone
    United States, Kentucky
    May 29, 2026
  • Operations Manager at McDaniel Wealth Management PLLC
    C. W.
    Operations Manager
    Mobile Phone
    United States, Kentucky
    May 28, 2026
  • Accounting Manager at McDaniel Wealth Management PLLC
    C. D.
    Accounting Manager
    Mobile Phone
    United States, Kentucky
    Jun 02, 2026
  • Wealth Management Advisor at McDaniel Wealth Management PLLC
    J. J.
    Wealth Management Advisor
    Mobile Phone
    United States
    Jun 27, 2026
  • Wealth Advisor at McDaniel Wealth Management PLLC
    J. R.
    Wealth Advisor
    Mobile Phone
    United States, Kentucky
    Feb 02, 2026
  • Wealth Advisor at McDaniel Wealth Management PLLC
    C. J. C.
    Wealth Advisor
    Mobile Phone
    United States, Kentucky
    Oct 18, 2025

Frequently Asked Questions

What is McDaniel Wealth Management PLLC known for?

Minus sign iconPlus sign iconMcDaniel Wealth Management PLLC was founded in 2004 and operates in the Financial Services industry. You can contact McDaniel Wealth Management PLLC's main corporate office by phone at
+1-859-236-****
. Explore McDaniel Wealth Management PLLC's company overview page for more information.

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

Minus sign iconPlus sign iconMcDaniel Wealth Management PLLC employees' email format typically follows the pattern of First@mcdanielwealthmanagement.com. 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?

Minus sign iconPlus sign iconMcDaniel Wealth Management PLLC has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of August 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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