Austin McDaniel Email & Phone Number
Partner Advisor at Allworth Financial @ Allworth Financial
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Austin McDaniel Location
- Albuquerque, NM, US
Austin McDaniel Work
- 2022 -now Partner Advisor at Allworth Financial @
- 2018 -2022 Wealth Advisor | Partner | CIO @ UAS Wealth Advisors
- 2017 -2022 Wealth Advisor | Chief Investment Officer @ Universal Advisory Services
- 2017 -2022 Wealth Advisor | Chief Investment Officer @ UAS Wealth Advisors
- 2013 -2022 Wealth Advisor @ UAS Wealth Advisors
- 2013 -2022 Wealth Advisor @ Universal Advisory Services
- 2012 -2013 Financial Analyst @ Universal Advisory Services
- 2020 -2020 Instructor - Financial Literacy for Physicians @
- 2018 -2018 Instructor - CFP® Certification Professional Education Program @
- 2011 -2012 Financial Advisor @
- 2005 -2009 Financial Planning Specialist and Client Service Manager @ Universal Advisory Services
- 2012 -2013 Financial Analyst @ UAS Wealth Advisors
Austin McDaniel Education
- UNM Anderson School of Management
Master of Business Administration (M.B.A.) (Accounting)
2003-2005 - UNM Anderson School of Management
Bachelor’s Degree (Finance and Minor in Economics)
1999-2003 - The University of New Mexico
216-hour Executive Certificate in Financial Planning
Austin McDaniel Summary
- Austin McDaniel, based in Albuquerque, NM, US, is currently a Partner Advisor at Allworth Financial at Allworth Financial. Austin McDaniel brings experience from previous roles at UAS Wealth Advisors and Universal Advisory Services. Austin McDaniel holds a 2003 - 2005 Master of Business Administration (M.B.A.) in Accounting @ UNM Anderson School of Management. Austin McDaniel has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Allworth Financial Employees
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Scott Hanson
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Barry Greenberg
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Andrew Stout
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Corey Gamble
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Darla Sipolt
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