Hilary Daniel

Hilary joined Parsec Financial in 2020 and brings to the firm over 12 years of investment management and financial planning experience. Hilary’s primary responsibility is to counsel clients by utilizing a multi-disciplinary approach to develop comprehensive solutions for their complex financial situations. Drawing on her experience, she provides support to the investment management team by researching new investment ideas, contributing to the creation of sophisticated financial plans, and reviewing existing portfolios. Prior to joining Parsec, Hilary worked at Morgan Stanley, Wells Fargo Advisors and most recently at Vanguard. Hilary earned an MBA in finance from Strayer University along with the CERTIFIED FINANCIAL PLANNER^TM designation.

Hilary is a native of New York but has become a good ole southern girl. She loves to cook and spend time in her garden, which helps her to have the freshest ingredients while improving long term sustainability. She is an active member of her community, is passionate about financial literacy and giving the next generation their best chance at success.

Please note that our entry-level service is $600 quarterly, plus an additional fee for any assets that Parsec manages. This additional fee follows Parsec’s standard fee schedule, with a 50% discount on the first $500,000 in assets.