Jared McDaniel

Jared McDaniel brings a wealth of expertise to Cornerstone Wealth Group as a Wealth Planner. 

Jared has been in the financial services industry since 1999.   Jared started his career as a tax professional in public accounting at Arthur Andersen in Houston.  Jared spent nearly 10 years working in New York City predominately at Deutsche Bank developing investment and wealth strategies for high-net-worth clients.  Jared returned to Florida in 2014 and worked for City National Rochdale developing customized portfolio management and wealth planning solutions for clients. 

As a Wealth Advisor at Cornerstone Wealth Group, holding the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Certified Private Wealth Advisor® and Certified Public Accounting designations, Jared focuses on comprehensive financial planning for individuals and families. Jared focuses on retirement planning, estate planning and risk management with significant attention paid to the impact of taxes.  

Jared also assists in developing solutions for owners of small and medium sized businesses, including consulting on retirement plans, executive compensation, business sales/transitions and lending/financing.

Beyond his professional pursuits, Jared enjoys spending time with his family.  Jared has been married to his wife, Jessica, since 2008, and they have two daughters and a son.  In his free time, Jared enjoys spending most of his time with his family but also tries to squeeze in reading, boating, running, lifting weights and watching sports.

Jared is a member of the Financial Planning Association (FPA), American Institute of Certfified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and Chartered Financial Analyst (CFA) Society of Tampa Bay.