Daniel Milks

VP, Portfolio Strategy | Lead Advisor

Phone: 864-704-5114
Email: daniel.milks@oneascent.com

About Daniel 

Daniel was raised in the Upstate of South Carolina, attending Riverside High School and then Clemson University. He studied Business Management earning a Bachelor of Science with a minor in Financial Management. After graduating in 2014, Daniel began working in the financial advisor business with the Private Client Group of Wells Fargo Advisors. In 2018, he left Wells Fargo to pursue the mission of creating his own firm, Woodmark Wealth Management. After a few successful years of building Woodmark Wealth from the ground up, he met Will Hines and was introduced to Sovereign Financial. Soon they both realized that they share the same mission and began discussing bringing their firms together. 

Daniel is a CERTIFIED FINANCIAL PLANNER™ and the Vice President of Portfolio Strategy and Lead Advisor at Sovereign Financial. He has been building financial plans and managing investment portfolios for his clients for almost a decade. Daniel has the unique ability to relate with people and can make a convoluted world, such as investing, easier to understand. 

Daniel’s personal life is all about friends and family. He and his wife Kayla met in Clemson and are football season ticket holders. Daniel loves spending time outdoors, whether it be boating, golfing, hunting or spending time with his two dogs, Ary & Ren. They are members of Grace Church and enjoy helping in their community.  

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