Evan McDaniel Location
- Denton, TX, US
Evan McDaniel Work
- 2024 - now President and Financial Planner @ Eastlake Planning LLC
- 2013 - 2024 Financial Planner @
Evan McDaniel Education
- Bryant University
Certificate of Financial Planning
2018 - 2018 - University of North Texas
Bachelor of Business Administration (B.B.A.) (Finance)
2007 - 2013
Evan McDaniel Skills
- Finance
- Leadership
- Financial Services
- Retirement Planning
- Analysis
- Customer Service
- Retirement
- Financial Analysis
- Employee Benefits
- College Savings Plans
- Wealth Management
- Wealth Accumulation
- Wealth Preservation Planning
- Portfolio Management
- Strategic Planning for Growth
Evan McDaniel Summary
- Evan McDaniel, based in Denton, TX, US, is currently a President and Financial Planner at Eastlake Planning LLC. Evan McDaniel brings experience from previous roles at Spectrum Financial Group. Evan McDaniel holds a 2018 - 2018 Certificate of Financial Planning @ Bryant University. With a robust skill set that includes Finance, Leadership, Financial Services, Retirement Planning, Analysis and more. Evan McDaniel has 1 emails and 2 mobile phone numbers on RocketReach.
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