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    James "Bryan" Daniel


    Check the background of this investment professional on FINRA's BrokerCheck

    About Bryan

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how and experience, I help build financial freedom for my clients.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • Special Care

    James (Bryan) Daniel LUTCF® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 11215 North Community House Road, Suite 100, Woodward Building, Charlotte, NC 28277-4435, Tel: (980) 365-7272

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    North Carolina, South Carolina, Virginia, Michigan, Florida

    I am licensed to sell Securities Products in the following jurisdictions:
    North Carolina, South Carolina, Michigan, Virginia, Florida

    James (Bryan) Daniel LUTCF®, Winston-Salem, NC

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