James (Bryan) Daniel

Financial Planner, Investment Advisor Representative, Special Care Planner


Professional Story

Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only), Special Needs (ChSNC Required)


I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how and experience, I help build financial freedom for my clients.


Check the background of this investment professional on FINRA's BrokerCheck

Winston-Salem Office - Stratford Street

203 S. Stratford Street, Suite AA Winston-Salem, NC 27103
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Winston-Salem Office - Stratford Street Office