Mcdaniel Wealth Management Pllc
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 213 W. Main St. Danville, KY 40422 859-236-0595
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- CL
Cindy Lanham
Director of Operations · Operations
EmailPhone - CW
Christy Wilson
Operations Manager · Operations
EmailPhone - JR
Josiah Robbins
Wealth Advisor · Finance & Accounting
EmailPhone - JR
Josiah Robbins
Wealth Advisor · Finance & Accounting
EmailPhone - MS
Margaret Stevens
Tax Associate · Finance & Accounting
EmailPhone - TM
Tim McDaniel
President and Founder · General Business & Management
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Mcdaniel Wealth Management Pllc
6 distinct titles indexed · top 6 shown.
- 3wealth advisor
- 1director of operations
- 1operations manager
- 1president and founder
- 1tax associate
- 1wealth management advisor
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