Phil Daniels (AIF®, CFP®)

Phil Daniels focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Phil joined Brand Asset Management Group in 2004 and has over 25 years of experience in the investment industry. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Phil earned the AIF® designation in 2013. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.

Phil earned a Bachelor of Science degree in Finance from Millikin University in 1991 and received his Master of Business Administration with a concentration in Finance from the Olin School of Business at Washington University in St. Louis in 2003.

Phil serves on the Board of Trustees for the Lutheran Hour Ministries Foundation. He enjoys devoting his free time to family, travel, golf, and watching college football.

NAPFA Start Date

January 04, 2021


This Office

16090 Swingley Ridge Road, Suite 620 Chesterfield, MO 63017 Phone: (636) 532-7333