Edward Jones- Financial Advisor: Daniel Yates

Edward Jones- Financial Advisor: Daniel Yates My family and I have lived in Moyock for nearly a decade. I am an avid outdoorsman and enjoy Dirtbikes and Sport bikes!

I enjoy spending time with my family, coaching my son's baseball team and volunteering at our local motocross track (ECMX). My Purpose, put simply, is to build relationships, educate, and deliver solutions for the people in my community. I partner with families, veterans, and small business owners here within our community to help them define, prioritize, and achieve their financial goals. Whether

it's saving for a comfortable retirement, helping veterans navigate the transition to civilian life, or partnering with business owners to help them keep the wealth that they create through investment strategies, my practice is focused on delivering solutions tailored to my client's specific needs and circumstances through all of life's stages. I believe that "advice" is a commodity that you can get from anywhere. What sets my practice apart is in how we partner with people to understand what and who is important to them which is essential in building a long-lasting relationship on a foundation of trust. Additionally, everyone has their own unique set of circumstances and investing can be very complex, which is why it's important to educate my clients on the "what" and the "why" of what we are discussing. I believe that if I understand my clients needs, offer real solutions, and lasty, educate them on what we are discussing; my clients can then make the best decision for themselves. Above all, I care that people in our community feel informed and confident in their financial future. Helping you achieve your financial goals is what is most important to me. I typically serve:
- Small to medium- sized business Owners
- Military veterans and veteran-owned businesses
- Health care professionals
- Families seeking a disciplined approach and a well-designed strategy to achieve their financial goals.

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
06/17/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one ...
06/16/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4xvE9o0

Stay up to date with the latest developments, trends and daily insights on the market.
06/15/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial ha...
06/13/2026

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
06/12/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
06/10/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
06/08/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vu6b1o

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
06/06/2026

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

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111 Curritcuck Commercial Drive Suite C
Moyock, NC
27958

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