It's difficult to believe I began my journey as a financial advisor 22 years ago. I never intended to pursue a career in finance, but now I can't imagine doing anything else. Edward Jones has provided the perfect platform which allows me to maintain my life's mission – helping others.
I was a driven student and completed a 6-year program in five years, earning a master's degree in educational psychology from Ball State University by the age of 23. The first eight years of my professional career were spent in the counseling field, first as a substance abuse counselor/probation officer, and secondly as a student relations specialist. At that time, I was recruited to Edward Jones and never looked back.
Besides my children (who are now adults), I love nothing more than my community and my local school. I just completed my 31st year coaching baseball, most as the high school pitching coach, and also serve as president of the Nettle Creek School Board. I can also be seen on weekends playing guitar in my local rock/dance band.
I believe my strengths lie within the relationships I've been able to build and maintain with my clients. Nothing serves these relationships better than open lines of communication and availability.
Focus areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- LGBT Finances
Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- LGBT Finances
My Personal Interests
- Baseball
- Bird Watching
- Coaching Sports
- Music
- Traveling
Personal Interests
- Baseball
- Bird Watching
- Coaching Sports
- Music
- Traveling
Office Information
Phone Number
Dan Davis Jr at (765) 939-2716Branch Team
- Julita Scruggs
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Julita Scruggs
- Sr. Branch Office Administrator
Branch Team
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