James Mcdaniel
Partner & Wealth Manager at U.S. Capital Wealth Advisors, LLC | Austin, Texas, United States
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James McDaniel is a distinguished Partner and Wealth Manager at U.S. Capital Wealth Advisors, LLC, where he leverages his extensive expertise in financial planning and investment management to serve a diverse clientele, including high-net-worth individuals and successful business owners. As a fiduciary, James is committed to acting in the best interests of his clients, ensuring that their financial strategies align with their personal and business goals. His role extends beyond traditional wealth management; he specializes in family office services, providing tailored investment due diligence and strategic advice on complex multi-asset-class deals both domestically and internationally.
One of James's key projects involves collaborating with business owners to optimize their company retirement plans, integrating these strategies with their personal financial objectives. This holistic approach not only enhances the financial security of his clients but also fosters sustainable growth within their businesses. His deep understanding of budgeting, private equity, and structural geology allows him to offer unique insights that are particularly beneficial for clients in specialized industries.
In addition to his technical skills, James is an engaging public speaker and a dedicated mentor, often sharing his knowledge through workshops and seminars. He is passionate about discipleship, guiding clients through the intricacies of wealth management and investment strategies. By taking the time to understand each client's unique circumstances, James ensures that his financial advice is not only sound but also actionable, empowering them to make informed decisions that lead to lasting financial success. Through his work at U.S. Capital Wealth Advisors, LLC, James McDaniel continues to make a significant impact in the financial landscape, helping clients navigate the complexities of wealth management with confidence and clarity.
Partner & Wealth Manager at U.S. Capital Wealth Advisors, LLC in December 2015 to Present
MWD Field Engineer II at Nomac Directional in September 2014 to September 2015
Straw Boss at Pine Cove in May 2014 to August 2014
Research Assistant at Texas A&M University in July 2013 to May 2014
Senior Counselor at Pine Cove in May 2012 to August 2012
Conference Host at Pine Cove in September 2011 to May 2012
Counselor at Camp Gladiator in July 2009 to August 2011
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Wealth Management
Investing
Analysis
Financial Planning
Public Speaking
Research
Leadership
Teaching
Insurance
Discipleship
Customer Service
Microsoft Office
Data Analysis
Geology
Structural Geology
Engineering Geology
Environmental Geology
Field Work
Geological Mapping
Microscopy
Matlab
AutoCAD
Python
Arc Welding
Photoshop
Microsoft Excel
Microsoft Word
PowerPoint
Earth Science
Sampling
Benchtree
Polaris
EM MWD
Mud Pulse MWD
Recruiting
Visual Basic for Applications (VBA)
Risk Management
Budgeting
Portfolio Management
Derivatives
Private Equity
Project Management
Options Strategies
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Discover more about U.S. Capital Wealth Advisors, LLCWhat is James Mcdaniel email address?
Email James Mcdaniel at [email protected] and [email protected]. This email is the most updated James Mcdaniel email found in 2026.
What is James Mcdaniel phone number?
James Mcdaniel phone number is +12086526552 and +15124435393.
How to contact James Mcdaniel?
To contact James Mcdaniel send an email to [email protected] or [email protected]. If you want to call James Mcdaniel try calling on +12086526552 and +15124435393. (updated on October 30, 2024)
What company does James Mcdaniel work for?
James Mcdaniel works for U.S. Capital Wealth Advisors, LLC
What is James Mcdaniel's role at U.S. Capital Wealth Advisors, LLC?
James Mcdaniel is Partner & Wealth Manager
What industry does James Mcdaniel work in?
James Mcdaniel works in the Financial Services industry.
James Mcdaniel Email Addresses
James Mcdaniel Phone Numbers
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