Ryan McDaniel

I am a Lexington, KY based wealth management advisor. I focus on helping millennials, entrepreneurs and others reach their goals and achieve financial freedom..

Financial Adviser at Legacy Consulting Group in Lexington, KY

About

Since 2009, I have been helping millennials, entrepreneurs and others reach their life goals and attain financial freedom. I specialize in retirement planning, investment management, insurance solutions, and estate planning. My main goal is to prevent you from making "dumb" mistakes with your money! I offer fee based services only.

Address
3306 Clays Mill Rd Ste 101 in Lexington, KY 40503
Info
None specified

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 66
Series 7

Associations

American Association of Individual Investors

Background

Experience

Financial Advisor Intern
Personal Banker
Wealth Management Advisor

Education

University of Kentucky
Creighton University Heider College of Business