Terry McDaniel & Company

Terry McDaniel is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company since 1985. The firm provides discretionary investment management of stock and bond portfolios for individuals, retirement accounts, trusts, estates, and charitable organizations. Terry McDaniel & Company serves clients through a team of seven advisors, managing approximately $1.78 billion in assets with a focus on bottom-up fundamental research and individualized portfolio structuring based on income, assets, insurance, tax, and family considerations.

Jeffrey Lucado is a CFA® and CIC credentialed financial advisor with 23 years of experience. He has been with Terry McDaniel & Company in Austin, TX since 1992. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and constructs portfolios tailored to each client’s financial and tax situation, managing approximately $1.78 billion in assets across seven advisors.

Steven Winegar is a CFA® charterholder with 13 years of industry experience. He has been with Terry McDaniel & Company since 2006. The firm provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. Terry McDaniel & Company manages approximately $1.78 billion in assets across seven advisors, emphasizing bottom-up fundamental research and individualized portfolio construction tailored to clients’ financial situations.

John Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. He has been with the firm since 1998. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research and structures portfolios individually based on clients’ financial situations, managing approximately $1.78 billion in assets across seven advisors.

Claude Turlington is a CFA® charterholder with 23 years of industry experience. He has been with Terry McDaniel & Company in Austin, TX since 1999. Terry McDaniel & Company provides discretionary investment management of stock and bond portfolios for individuals, IRAs, trusts, estates, and charitable organizations. The firm’s investment process centers on bottom-up fundamental research and custom portfolio construction tailored to each client’s financial situation and risk tolerance.

Meredith Mcdaniel is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Terry McDaniel & Company in Austin, TX. She has been with the firm since 1998, which has a team of seven advisors. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations. The firm emphasizes bottom-up fundamental research conducted by CFA-qualified staff, managing portfolios tailored to individual client circumstances with a focus on low turnover equity holdings and investment-grade fixed income.

Shannon Pitcher is a financial advisor at Terry McDaniel & Company in Austin, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Terry McDaniel & Company since 2019, following a decade at Integra Asset Advisors, LLC. Terry McDaniel & Company provides discretionary investment management for individuals, IRAs, trusts, estates, and charitable organizations, managing approximately $1.78 billion in assets across seven advisors. The firm emphasizes bottom-up fundamental research, with equity portfolios typically holding about 25 individual positions and fixed income allocations tailored to clients’ tax status and risk tolerance.