Vice President, LPL Financial Advisor
Daniel Finch is a Financial Consultant for the Wealth Management Group Division at American National Bank of Texas. He has over fourteen years of financial experience, joining American National Bank of Texas in 2008.
Daniel believes that a crucial part of his success comes from taking the time to really get to know his clients. Once he understands their needs, he is able to educate them and simplify how certain products and services could help them reach their financial goals. When asked what he enjoys most about his role, he says, “I like the challenge! There is no cookie-cutter solution, which means I have to work hard at finding the best possible solution to pursue each of my clients’ specific goals. It’s the most gratifying part of my job.”
Over the past fourteen years, Daniel has been successful in serving small businesses and individual clients. In his current role, Daniel focuses on helping his clients understand the importance of diversification among assets and products. His approach to helping his clients work toward building a solid financial portfolio is teaching them the importance of managing a variety of assets, seeking to preserve capital during volatile market environments.
Daniel attended the University of Mississippi and has been active in the community throughout the years. He was involved with the Lovejoy Foundation, serving from 2008 to 2011. He was also on the Executive Board, serving as Treasurer, from 2009 to 2011. From 2004 to 2006, he was the PTA Treasurer for Lovejoy Elementary in Allen, TX. In his free time, he enjoys traveling to college football games with his son and exploring/hiking with his daughter.
Daniel was a three time recipient of the LPL Freedom Club* and holds the following registrations and licenses:
Series 7 and 66 registrations with LPL Financial
Life, Accident & Health Licenses
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IN, KS, MI, TX
*Based on annual production
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Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.
|Not FDIC Insured
||No Bank Guarantee
||May Lose Value
|Not a Deposit
||Not Insured by Any Federal Government Agency
American National Bank of Texas and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.