Skip to main content

Our financial advice team


Bryan Daniel, Financial Advisor serving the Temple, TX area - Ameriprise Advisors

Bryan Daniel

CFP®

Financial Advisor

Managing Director
The Daniel Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 38 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Plan Distribution
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA - The University of Texas at Austin -Austin TX
  • BBA, Finance - Baylor University -Temple TX

Professional associations

  • Leadership Temple
  • Temple Industrial Foundation
  • Knob Creek Masonic Lodge #401
  • King Solomon Masonic Lodge #1427

Previous experience

  • Morgan Stanley, Senior Vice President Wealth Advisor, 1996 - 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Leadership Temple
  • Temple Industrial Foundation
  • Central Texas Youth Service
  • Canyon Creek Baptist Church
  • Knob Creek Masonic Lodge #401
  • King Solomon Masonic Lodge #1427