Financial Advisor Ryan McDaniel

Ryan McDaniel - CFP®

Less Stress More Enjoyment
Check Ryan McDaniel's Background Here:

Independent Financial Advisor

About Ryan



INTRODUCTION

Ryan McDaniel is a Wealth Management Advisor with Legacy Consulting Group, through Money Concepts Capital Corp., in Lexington, Kentucky who focuses on helping his clients create a plan to reach their financial goals. Ryan considers himself a consultant with a teacher’s heart rather than a salesperson, and his goal first and foremost is to give honest advice so as to empower and educate his clients. Ryan offers his clients retirement planning, investment management, cash flow planning, risk management and tax planning services.

HISTORY

An Owensboro native, Ryan earned his Bachelor of Arts degree in Finance from the University of Kentucky in 2009 and his Master’s degree in Security Analysis and Portfolio Management from Creighton University’s Heider College of Business in 2014. Upon earning his bachelor’s, Ryan worked for Edward Jones and then JP Morgan before joining Legacy Consulting in 2012.

As an independent financial advisor, Ryan is able to help his clients select those products and services that best fit their needs rather than being limited to house products. With literally thousands of nonproprietary offerings available to him, Ryan is able to match each client with the appropriate product for their specific needs, wants and risk tolerance.

Ryan sincerely believes that careful financial planning can change a family’s way of life. Anyone is welcome to make an appointment for a complementary consultation with Ryan, regardless of whether they become a client or not. He believes that everyone is entitled to sound financial advice no matter their income, and the goal of each consultation is simply to educate each individual so they know more walking out the door than they did coming in.

LICENSES HELD

  • Series 7- General Securities Representative Examination
  • Series 66- Uniform Combined State Law Examination
  • Securities Licensed in KY, IN
  • Life Licensed in KY

ACTIVITIES AND INTERESTS

Ryan enjoys spending time with his wife Blakeley, their daughter Briley and their dog Rayleigh.  His hobbies include playing golf, following UK sports and watching baseball.


About Financial Advisor Icon
About Financial Firm Icon
Financial Advisor Difference Icon
Financial Advisor Process Icon
Independent Advisor Icon
Advisor Team Icon

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Ryan McDaniel is an independent contractor of Money Concepts

note: EM Ford & Company is an independent firm and not affiliated with Money Concepts

Financial Advisor Website Login Icon