Edward Jones-Financial Advisor: Daniel Wilkes

Edward Jones-Financial Advisor: Daniel Wilkes Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC. Welcome. We would love to meet you.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. I'm Daniel, and I'm here to help you navigate your financial journey with confidence and care. With more than five years' working in the financial advising field and an MBA (emphasis finance) from University of Missouri – Kansas City, I have the experience and education need

ed to help you reach your financial vision. I understand that financial decisions can be both exciting and challenging, so I strive to create a welcoming and supportive environment where you and your questions feel valued. My approach combines a personalized touch with sound financial strategies tailored to help you achieve short-term and long-term success. Whether planning for retirement, looking to grow your wealth or building a legacy, I'm here to guide you every step of the way. Joining me in the office is branch office administrator Dara Truax. Dara is the friendly voice you hear when you call the office and handles the administrative aspects of the practice. Dara and I work side-by-side to ensure that our clients receive top-tier service and support. Outside the office, I'm a dedicated husband to wife Shelby, and father to daughter Nora. I enjoy playing guitar, swinging the golf club and rooting on our Chiefs. Call now and we can find a time that works for all.

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4dmcZI5

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
04/30/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/42xZ5MU

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
04/20/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/4exSBF0

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
04/16/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Le...
04/15/2026

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Let's put together a plan based on your unique situation.

How to pay off debt while still setting yourself up for the future

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibi...
04/14/2026

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S....
04/06/2026

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://bit.ly/3OaDfvj

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
04/02/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

Address

9051 NE 81st Ter, Ste 120
Kansas City, MO
64158

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 1pm

Telephone

+18167922199

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