Daniel Southworth

Chief Investment Officer at McKinley and Associates - Jacksonville, FL, US

Daniel Southworth's Colleagues at McKinley and Associates

Kurt ICMA

Senior Consultant - Corporate Controller

Contact Kurt ICMA

Thelma Betterly

Assistant Vice President

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Christina Schessler

Senior Architect

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Daniel Southworth

Chief Investment Officer

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Natasha Enrique

Finance Intern

Contact Natasha Enrique

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Daniel Southworth's Contact Details

Email (Verified)
***@mckinleyandassociates.net

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Mobile Number
(XXX) XXX-XXXX

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HQ
904-834-2579

Location
Ponte Vedra Beach, Florida, United States

Company
McKinley and Associates

Daniel Southworth's Company Details

McKinley and Associates

Jacksonville, FL, US • 5 - 9 Employees
Financial Services

McKinley and Associates, LLC, is a personal boutique firm of Certified Estate Planners (CEP) who understand that managing wealth successfully requires a broad range of solutions. The more wealth you accumulate, the more options, obstacles and challenges you face. This equates to more time. More time away from your family, your day to day business, or other interests. We understand your concerns, and we are committed to assisting clients to plan for and reach their destination safely and securely.While your life may remain complex, McKinley and Associates, LLC can simplify the management of it. We offer our clients the professional guidance to grow, manage, protect and transfer their wealth. We manage risk in today's world.

Wealth and Estate Planning Professional Practices Charitable and Legacy Planning Soccer Industry

Details about McKinley and Associates

Frequently Asked Questions about Daniel Southworth

Daniel Southworth currently works for McKinley and Associates.

Daniel Southworth's role at McKinley and Associates is Chief Investment Officer.

Daniel Southworth's email address is ***@mckinleyandassociates.net. To view Daniel Southworth's full email address, please signup to ConnectPlex.

Daniel Southworth works in the Financial Services industry.

Daniel Southworth's colleagues at McKinley and Associates are Tim McKinley, Kurt ICMA, Thelma Betterly, Ashlee Jenkins, Christina Schessler, Daniel Southworth, Natasha Enrique and others.

Daniel Southworth's phone number is 904-834-2579