Jimmy McDaniel

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Begin your journey to financial well-being.

  • Contact information

    Office phone

    936-238-7725

    Toll-free number

    1-800-598-9164

  • About Jimmy McDaniel

    Jimmy McDaniel is a Financial Advisor in Lufkin, TX, for Regions Investment Solutions. When it comes to your financial future, you need a trusted partner. Jimmy will focus on solutions for your immediate needs and help you develop a comprehensive strategy to meet your long-term financial goals.

    From financial planning to preparing for retirement, Jimmy McDaniel is committed to helping make your journey toward financial success as easy as possible.

  • Products & services

    • Fee-based managed accounts
    • Mutual funds, exchange-traded funds (ETFs)
    • Stocks, equities
    • Municipal bonds, corporate bonds
    • Annuities
    • Life insurance
    • Money market accounts
    • CDs (brokerage and structured)
    • 529 plans for education
    • Digital investing through InvestPath®

Personalized investment solutions

Whether you’re investing for retirement, college or another goal, Regions Investment Solutions can provide the in-depth knowledge necessary to assist with financial planning. Our experienced professionals work as a team to provide you with comprehensive service, conveniently located in your local branch. We support you with the financial strength of a prominent national investment and insurance firm, teamed with the comfort and familiar faces at places you already know. To get started, call Investment Solutions at 1-800-598-9164 or email us today.