How We Work Together.
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 I can offer solutions and investment strategies to help you reach your long-term goals. We use the Four Pillars of the New Retirement – Health, Family, Purpose and Finance – to help you live your best life.
My branch team is exceptional in providing an ideal client experience. As a team, we are committed to providing financial solutions and service to help you and your family be able to do the things you want to do in retirement. It is our goal to enrich your life by providing investment solutions and services for you and your family.
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 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. When I'm not spoiling my grandchildren, I am serving on a meals team and homebound visitation team, as I believe it's important to give back and have found this increases my sensitivity to mankind. My personal interest includes cars, sports and boating.
It is our goal to provide the education, service and investment strategies you need to help you achieve the desired financial health to live your "best life." Providing this service is my joy!
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Phone NumberBrad Dalton at (804) 741-8843
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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