Daniel Stith,  Jr.

Daniel Stith, Jr.

Client Services

As your financial advisor my objective is to provide a wide range of services that will help achieve financial stability for both your family and your business. I started in the financial industry as an accountant while still enrolled at Oklahoma State University, where I graduated in 2013 with bachelor degrees in Accounting and Finance. As an accountant I enjoyed time in both the public and private side before making the transition to a career in financial services at Wealth Management Group, LLC. My time in accounting as well as finance has taught me that trust is the most important part of any client relationship. Trust takes time as all things do, but it is a necessary piece in maintaining a consistent level of service that meets any needs on our joint path to your financial stability.

It is not an accident that I have chosen a career in financial services. I am a 3rd generation advisor, following in both my grandfather and father’s footsteps. Growing up I had many influences but none are greater than that of my family who has supported me every step on my way to accomplishing my goal of becoming a financial advisor. Though my 3 older sisters felt like mothers at times, I wouldn’t have been able to get where I am today without them. Outside of my career, my passion is golf. I play whenever I can even though often it is hard to tell whether I am playing golf or it is playing me.

I don’t have many regrets in life, but my high school haircut “the faux hawk” would probably be at the top of the list.