Lee Daniels, CFP®, has over 25 years of experience in financial services, helping clients achieve their financial goals. Lee also holds his MBA, ChFC, CLU and CASL and has recently joined White Rhino Financial as Vice President of Business Development. In this role, he is responsible for working with the executive team to develop financial representatives and financial advisors. Lee ultimately wants all members of the team to have the tools and resources needed to consistently deliver an experience for clients and prospects that exceeds their expectations.
Lee joined White Rhino Financial from Waddell & Reed Financial Advisors where he held the position of Managing Principle, having responsibility for multiple offices across Montana and Wyoming within the Northwest region. Prior to this, he built a financial planning practice with Thrivent Financial as a Senior Financial Consultant in Minneapolis, MN. He was then promoted to a leadership position as Senior Partner in Indiana, Washington D.C, and Houston, Texas. He began his career as an Assistant Vice President for US Bank in the Corporate and Institutional Trust Divisions.
Lee holds the Series 7, 24, 66 licenses as well as the applicable State insurance licenses. In addition, he has earned the Chartered Financial Consultant(ChFC), Chartered Life Underwriter(CLU), and Chartered Advisor for Senior Living(CASL®) certifications from The American College. He completed his MBA in Finance from the University of Saint Thomas in Saint Paul, MN.
Lee believes that Financial Planning is an integral part of financial health for all individuals, families, and business owners. By utilizing strategies and concepts developed through this planning process, clients can take advantage of tools that will allow them to effectively face tax, retirement, education and estate planning obstacles that keep them from living the financial lives that they desire.
Lee also has a strong philanthropic commitment to the community and has held board positions with the YMCA, Habitat for Humanity and the HER Campaign.
He and his wife, Blakely, are blessed to be back in Houston allowing them to spend time with their family which reside throughout the North Houston metro area. Lee enjoys playing tennis and golf as well as reading, travel, history, and food & wine.
The Chartered Advisor for Senior Living® (CASL®) designation is issued by The American College
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian