Skip to main content

Our financial advice team


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

Roger Daniel

Financial Advisor

Managing Director
The Daniel Group
45
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 10 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Small Business
  • Wealth Preservation Strategies

Education

  • MS, Counseling University of Central Texas A&M 1976
  • BS, Business University of Central Texas A&M 1976

Professional associations

  • Central Texas A&M Alumni

Previous experience

  • Senior Vice President, Branch Manager Morgan Stanley, 1979-2018

Community participation

  • Canyon Creek Baptist Church
  • Presidential Leadership Circle - Mary Harden Baylor
  • City of Temple Planning and Zoning Board
  • Temple Exchange Club
  • Belton Rotary Club
  • Tembel Shrine Club