Charles McDaniels, CLU®, ChFC®, RICP® in

Charles McDaniels, CLU®, ChFC®, RICP®

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Past Divisional Vice President-Innovations at Million Dollar Round Table
📍 Fayetteville, Georgia, United States

Charles is a Senior Financial Representative at Principal Financial Group with over 35 years of industry experience. He is also a long-term small business owner, specializing in financial planning for individuals, business owners, and executives. He holds a Bachelor of Science from the University of Texas.

Outside of his financial practice, Charles has a strong history of community leadership. He has served as the President of the Rotary Club of Clayton County and was a board member for the Southern Regional Medical Center, focusing on organizing community projects to aid those in need.

Unique fact: Charles holds a degree in Criminology and Psychology.

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Experience
37 Years
Current Role
Past Divisional Vice President-Innovations
Job Level
Senior
Location
Fayetteville, Georgia, United States
Personality Overview

How Charles shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Charles cares about

Retirement Income
He recently obtained the Retirement Income Certified Professional® (RICP®) designation, indicating a focused expertise in this area.
Small Business Planning
As a small business owner for over 35 years, he has deep personal and professional experience in financial strategies for businesses.
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Career

Work history

8-2012 - 8-2013
Past Divisional Vice President-Innovations
Million Dollar Round Table
2010 - 2012
Past Chairman, Zone 8 USA Membership Communications Cmt
Million Dollar Round Table
2003 - 2008
Former, Board Member
Southern Regional Medical Center
1999 - 2006
Past President
Rotary Club of Clayton County
1981
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
Principal Financial Group
In the press

Media appearances

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Education
1976 - 1978
B.S.
University of Texas
1971 - 1972
Diploma
Queen Anne High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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