Cody S Dailey

I moved to San Marcos in 2002 at the age of 21 to open a new Edward Jones branch and have been serving clients ever since. Edward Jones has proven to be a great fit for me because of the firm's focus on individual investors. It is important to me to serve my neighbors and my community.

I strive to make sure my clients feel heard and that I understand their unique story. I focus on making sure my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy; what to expect from it and how much it is going to cost.

I work with individuals and families to create strategies for their most important financial needs, primarily personalized retirement strategies. I realize life happens through your saving and investing years, so I will adapt your strategy at every turn to help you achieve your vision.

Outside of the office, I enjoy sports, camping, hiking, fishing, hunting and anything outdoors. I also enjoy music and traveling. I am married with three children.

Our branch team is here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face to face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.