My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
I began my career at Edward Jones in October 2006 and became a limited partner with the firm in 2015. In the years since I started, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using to help them achieve their goals.
I am a graduate of Harding University with a BBA in business management. In addition, I received the AAMS™ professional designation from The College for Financial Planning in 2014. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Originally from Ontario, Canada, I have lived in Searcy since 2002. Outside of the office, I can be found spending quality family time with my sweet wife, Ashley, and our energetic children, enjoying the great outdoors. Within the community, I enjoy being active in my church and coaching youth athletics. I have served as a past board member for Searcy Children's Homes, Inc. and for Impact 360 Martial Arts.
I have served the firm in various regional volunteer roles, coaching new financial advisors and training branch teams to serve their clients on a deeper level.
My senior branch office administrator, Ashley Vaughan, has over 20 years of client service experience and started working for Edward Jones in May 2012. She became a limited partner with the firm in 2019. She is dedicated to providing you with the highest level of service possible.
Together, we pride ourselves on providing highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Sports Enthusiast
- Coaching Sports
- Home Improvement
Phone NumberDan Whittington at (501) 268-2561
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