I am a native of Sweetwater, TX. I graduated from The University of Texas with a bachelor's degree in economics. I am in my 19th year with Edward Jones and am very passionate about serving families and business executives in the Fort Worth and surrounding areas.
I believe it is important to invest my time in understanding what is important to you. We will use an established process to build personalized strategies to help you reach your goals and will partner together throughout your life to help keep you on track.
My wife, Brooke, and I live in Fort Worth with our two sons, Boley and Kip.
My branch office administrator, Charity Moore, has over 10 years of experience assisting clients and she is dedicated to providing you with the highest level of service possible.
Relationships are critical and we are focused on you. We welcome the opportunity to work with you and your other trusted professionals as we strive to deliver an ideal client experience.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
Office Information
Phone Number
Dan Green at (817) 923-1298- Charity Moore
- Sr. Branch Office Administrator
Branch Team
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Connect on Social
- Charity Moore
- Sr. Branch Office Administrator
Branch Team
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More