Tim McDaniel, CFP®, CPA
President & Founder, Senior Wealth Advisor
Tim founded McDaniel Wealth Management, PLLC in January 2004 with a mission of offering his clients a unique service—a personal and complete financial game plan. With offices in Danville and Lexington, the firm has grown to be in the top two percent of Avantax Investment ServicesSM offices in the nation*.
As a CERTIFIED FINANCIAL PLANNER™ professional and CPA, Tim holds his Series 6- Investment Company and Variable Contracts Products Representative Qualification Exam, 63- Uniform Securities Agent State Law Exam, 7- General Securities Representative Exam and 65- Uniform Investment Adviser Law Exam licenses, and Life and Health, Variable Life and Variable Annuity licenses. He is an Investment Advisor Representative with Avantax Advisory Services℠ and is the Kentucky Chapter Director for Avantax Investment Services℠.
Tim graduated from Centre College (1992) and earned a Master’s degree from the University of Kentucky (1993). He lives in Danville with his wife, Micki, an estate planning attorney, and their two children, Grace and Will. Tim is an avid sports fan and enjoys playing golf and spending time with family and friends.
*Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.