Upon receiving a degree in finance from Virginia Tech in 2009, I began my career as a financial advisor at Edward Jones in 2010 in Wheeling, WV. As a financial advisor, I believe it is important to invest my time in understanding your goals, your comfort with risk and your choice for how you would like to work together. Working closely with you, your CPA, attorney and other professionals allows me to more easily determine the most appropriate financial strategy for you and your family. I can also offer advice with your retirement savings or spending strategy to accommodate your lifestyle when retirement time approaches.
I received my CFP® certification in August 2018, allowing me to better analyze clients' unique objectives and situations. Using an established process that centers around each individual, we build a personalized strategy to help clients achieve their goals while developing a partnership throughout their lives.
I currently serve as a member of the board of directors for the United Way of the Upper Ohio Valley and the Regional Economic Development of Wheeling. I am a past president and current vice president of the Wheeling Rotary Club, and I volunteer as a mentor at Youth Services System, Inc. In addition, I am a board member and treasurer for the Wheeling Symphony Orchestra.
Originally from the Pittsburgh, PA area, my wife, Chelsea, and I currently reside in Wheeling. Chelsea is employed at our church, Christ United Methodist, as director of communications. We enjoy traveling, sampling cuisine from local restaurants and walking the Oglebay Park trails with our Doberman named Ares.
My branch office team is dedicated to providing clients with the highest level of service. We are pleased to assist with administrative questions or concerns. Our style of service is highly personalized and customized in order to best understand and meet each client's distinct financial goal and investment needs.
- College Savings
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Fine Dining
Phone NumberDaniel Young at (304) 243-1887
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