Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted advisor.

Before coming to Edward Jones, I earned my CPA license and assisted individuals, families and businesses with accounting and taxes. It was then that I truly understood how creating, documenting and executing a financial strategy can create positive effects for my neighbors in the community. With a passion for helping others create and walk a financial path customized to their needs and desires for their lives, I took the leap to Edward Jones where I saw the tools, resources and client-centric approach that would help me realize my vision for helping others.

I have a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. When fear and misunderstanding are gone, we are free to make the best long-term choices to achieve our goals, whatever they may be. I strive to make sure my clients feel heard and understood and treat every person with respect, without judgement and with a sincere and heartfelt interest in your story and dreams for the future.

On a personal note, I was raised in Granbury through high school and then graduated college from Texas A&M University with my bachelors and master's in accounting. My husband, Adam, and I decided that we wanted to move back to Granbury where we are raising our precious daughter, Ashlynn.

If you are searching for a financial advisor, I invite you to experience the Edward Jones difference: face to face meetings, and one-on-one relationships right here in Granbury.

Sincerely,


Audrey C Dake

https://www.facebook.com/EJAdvisorAudreyDake

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning

Office Information

Office Address

3232 Fall Creek Hwy Granbury, TX 76049

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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