Hilary Daniel
CFP®
Parsec Financial
Financial Advisor
Hilary Daniel
CFP®
Parsec Financial
Financial Advisor
As a fee only planner, commissions are not my focus, your success is. - Hilary Daniel, CFP®
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.7 billion in assets under management as of Dec. 31, 2022. Parsec provides wealth management, tax planning, trust services and business retirement services to 2,069 individuals and businesses in six offices across North Carolina.
Hilary Daniel joined Parsec Financial in 2020 and brings to the firm over 12 years of investment management and financial planning experience. Hilary’s primary responsibility is to counsel clients by utilizing a multi-disciplinary approach to develop comprehensive solutions for their complex financial situations. Drawing on her experience, she provides support to the investment management team by researching new investment ideas, contributing to the creation of sophisticated financial plans, and reviewing existing portfolios. Prior to joining Parsec, Hilary worked at Morgan Stanley, Wells Fargo Advisors and most recently at Vanguard. Hilary earned an MBA in finance from Strayer University along with the CERTIFIED FINANCIAL PLANNER™ designation.
Hilary is a native of New York but has become a good ole southern girl. She loves to cook and spend time in her garden, which helps her to have the freshest ingredients while improving long term sustainability. She is an active member of her community, is passionate about financial literacy and giving the next generation their best chance at success.
Hilary Daniel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.7 billion in assets under management as of Dec. 31, 2022. Parsec provides wealth management, tax planning, trust services and business retirement services to 2,069 individuals and businesses in six offices across North Carolina.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Hilary Daniel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Hilary Daniel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Hilary Daniel
Office Locations:
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6700 Fairview Rd.
Suite 360
Charlotte, NC 28210
