FRANK

I'm W. Frank McDaniel, an LPL Financial Registered Principal, and I seek to help individuals and business owners build and implement investment strategies that are designed to help them pursue their short- and long-term goals. Successful financial planning isn't all just about financial products. While financial products are important, it's really about the skills and attention an independent experienced advisor can bring to you. Together, we will discover your unique concerns and needs, then carefully craft a personalized plan which will address your ongoing needs. We will also build a strategy that is flexible enough to manage challenges and opportunities along the way and will grow with you over the years.

Primary location: Scottsdale United States