Hello, and thank you for visiting my site. I am a Caldwell County native and I have been with Edward Jones since 2009. My wife and I have two children and are proud to call Granite Falls home.
My job as a financial advisor is to help you manage your entire financial picture. I take great personal satisfaction in providing clients with accurate financial information so that they are in a position to make well-informed decisions. Often times, this is done while working closely with a family's CPA or attorney.
My branch office administrator, Lena Annas, is dedicated to providing you with the highest level of service possible.
Please feel free to contact me to discuss your situation and options.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Portfolio Reviews
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Portfolio Reviews
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Hiking
- Reading
- Gardening
Personal Interests
- Spending Time with Family
- Hiking
- Reading
- Gardening
Office Information
Phone Number
Dan Anderson at (828) 396-2156Branch Team
- Lena Annas
- Branch Office Administrator
Branch Team
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Monday | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tuesday | 08:00AM - 05:00PM |
| Wed | 08:00AM - 04:00PM |
| Wednesday | 08:00AM - 04:00PM |
| Thu | 08:00AM - 05:00PM |
| Thursday | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Friday | 08:00AM - 04:00PM |
| Sat | Closed |
| Saturday | Closed |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Monday | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tuesday | 08:00AM - 05:00PM |
| Wed | 08:00AM - 04:00PM |
| Wednesday | 08:00AM - 04:00PM |
| Thu | 08:00AM - 05:00PM |
| Thursday | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Friday | 08:00AM - 04:00PM |
| Sat | Closed |
| Saturday | Closed |
| Sun | Closed |
| Sunday | Closed |
Branch Team
- Lena Annas
- Branch Office Administrator
Branch Team
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