Financial Stewardship!

Thank you for visiting our website and allowing me to introduce our team. We have the heart of an educator. We distinguish ourselves in three areas: Education, service and investment strategies. We collaborate as a team with you and your family to create a personalized investment strategy for you. We begin our client service with the "end in mind" – total return, taxes and cash flow.

As the team leader and financial advisor for my branch team, I believe it is important to understand what is important to you and your family. We use an established process to understand the level of risk you're comfortable accepting, so we can offer solutions and investment strategies to help you achieve your long-term goals. We use the Four Pillars of the New Retirement – Health, Family, Purpose and Finance – to help you prepare to live your best life.

My branch team (Jackie Harrell and Mary Jo Dalton) are exceptional in providing an ideal client experience. As a team, we are committed to providing personal financial solutions and service to help you and your family live your best life in retirement. We use Servant Leadership Principles – Listening, Empathy, Teamwork and Trust. We believe our comprehensive research and technology differentiates us. We currently serve clients in 18 states.


Prior to joining Edward Jones, I was a division manager for a Fortune 500 food distribution company. Today, I use those same principles of integrity and trust in managing my team and serving my clients. I have served my Edward Jones' region as a field trainer leader, recruiting leader and performance leader. I currently serve as the cohort leader for a group of financial advisors and serve as a mentor for several Edward Jones financial advisors.

On a personal note, I am married to my wife, Mary Jo, and we have two sons, Brad and John. We have three granddaughters and one grandson. I am committed to making my community better.

I currently serve as the regional Alzheimer's leader and Toy for Tots branch depot, and I serve on a meals team and homebound visitation team. I believe it's important to do things for people who can't give you anything back, as it makes us more sensitive to others and makes us better.

Providing this service is my joy!

Sincerely,

Brad Dalton