Keri V. Daniel

Keri Daniel serves as a Private Wealth Manager and Partner.

After earning a Bachelor’s degree in Economics at the University of New Orleans she began her career at Marquis Investments/First Commerce Corporation. During her six years there, she began in the trading area as receptionist and worked her way up to Senior Equity Trader. After moving to Baton Rouge in 1999, she was a Vice President and Financial Advisor for Whitney Bank’s investment department. Among her accolades, Keri was featured in the February, 2012, edition of Registered Rep Magazine as one of the “Top 63 Independent Broker/Dealer Women Advisors in 2011.” (Award based on assets under management.) She joined LPL Financial later that year. With over 20 years’ experience, Keri has helped her clients navigate through some of the most difficult market cycles in history. 

Keri’s focus is comprehensive wealth management for individuals and families. She feels that “my greatest motivation and sense of accomplishment comes from happy clients. I am endlessly fascinated by the markets and love people – so this is the ideal career for me. I can’t wait to come to work on Monday morning!”

Keri and her husband Tommy enjoy watching their three children, Luke, Kate, and Ben, compete regionally and nationally in tennis and golf. She loves cooking gourmet meals and travelling with her family – especially to National Parks.