As a financial advisor with Edward Jones, we will partner together to organize your financial life
and plan for your success. Using my established process, I will work with you to develop financial strategies customized for what is important to you. I begin by listening to and addressing your individual questions as we discuss your personal needs, aspirations and values. In part, I view myself as
a teacher, so I focus on teaching you how to make wise, informed decisions. As you help me understand what is important to you, I will create financial strategies tailored specifically to your unique situation. Our partnership is lifelong, and we will maintain open communication to address any needs or changes as they may arise. When beneficial, I collaborate with a team of CPAs, attorneys and other financial professionals, always respecting client confidentiality. Decades ago, my in-laws had an unfortunate experience with my industry, and I saw the impact it had on their lives. Seeing that impact is a driving force for my passion to help you. I relish the opportunity to transform peoples’ lives and alleviate their concerns. I'm registered in multiple states and actively serve clients and their loved ones beyond state borders. Outside of the office, I am active in my church and sing in the choir. In my
free time, I enjoy gardening, fishing, hiking, reading and spending time with my family. Let’s get started. Let’s get the most out of the life you have worked hard to cultivate. The life you’ve dreamed about and imagined. Let’s make it reality, together. See you soon,
Daniel Jones
CRPS®
Member SIPC.
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