Jared McDaniel

With over two decades of experience in the financial services industry, I bring a deep expertise to my role as a Wealth Advisor at Cornerstone Wealth Group. My career began in 1999 as a tax professional at Arthur Andersen in Houston, followed by nearly a decade in New York City, where I developed investment and wealth strategies for high-net-worth clients at Deutsche Bank. Upon returning to Florida in 2014, I specialized in creating customized portfolio management and wealth planning solutions at City National Rochdale.

At Cornerstone, I focus on comprehensive financial planning for individuals, families, and business owners. Holding the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Certified Private Wealth Advisor®, and Certified Public Accountant designations, I guide clients through retirement and estate planning, risk management, and tax-efficient strategies. Additionally, I work with owners of small to medium-sized businesses, consulting on retirement plans, executive compensation, business transitions, and financing solutions.

Outside of work, I prioritize spending time with my wife, Jessica, our two daughters, and our son. From boating and running to lifting weights and watching sports, my free time is centered around family and enjoying life together. I’m also actively involved in my professional community as a member of the Financial Planning Association (FPA), the CFA Society of Tampa Bay, and other leading organizations. For me, financial planning is about more than numbers – it’s about creating clarity, confidence, and lasting solutions for the people I serve.