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Posted February 23, 2025
Meet Daniel Hudspeth: BNA Wealth Advisor
Meet Daniel Hudspeth: BNA Wealth Advisor
We are thrilled to introduce Daniel Hudspeth, CFP®, as the newest member of the BNA Wealth team. Daniel brings a strong background in wealth management and personalized financial planning, aligning perfectly with BNA’s mission of delivering high-quality financial guidance.
Professional Background
Daniel began his financial career at McShane Partners, where he served clients from 2019 to 2024. During his tenure, he provided personalized wealth management services designed to meet each client’s unique needs and financial goals.
In 2021, Daniel earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a testament to his dedication to delivering the highest standards of financial planning and client service.
In January 2025, Daniel joined BNA Wealth as a Wealth Advisor. We are excited to have him on our team, as his customer-first approach and dedication to transparency perfectly align with BNA’s mission of providing personalized, high-quality financial guidance.
Educational Background and Professional Credentials
- Education: Bachelor’s in Finance from Winthrop University
- Professional Designation: CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal Life
A native of Fort Mill, South Carolina, Daniel currently resides in Riverwalk with his wife, Kara, and their two sons, Mac (3) and Carson (6 months). When he’s not working with clients, Daniel enjoys spending quality time with his family and exploring the Riverwalk community.
What Daniel Loves About BNA
“The culture and people”
For Daniel, joining BNA Wealth isn’t just about financial planning—it’s about the strong sense of collaboration and commitment that defines the team. He values the expertise, integrity, and client-first mindset that every team member brings to the table. Being surrounded by professionals who share his passion for helping clients achieve financial success makes BNA an ideal place for him to grow and serve.
Let’s Connect
Daniel is eager to meet BNA Wealth’s clients and learn more about their financial aspirations. You can reach him directly at:
📧 Email: daniel@bnawealth.com
🔗 Learn more about Daniel’s background and experience:
Daniel Hudspeth, CFP® – BNA Wealth Advisor
🔗 Connect with Daniel on LinkedIn:
Daniel Hudspeth, CFP® on LinkedIn
We’re confident that Daniel’s expertise and dedication will make him an invaluable resource for your financial journey. Welcome to the team, Daniel!
