For as long as I can remember, I have been passionate about saving and investing, but it wasn't until becoming a financial advisor in 2008 with Edward Jones that I realized the importance of sound financial advice. With my background in business and finance, I've always enjoyed working with numbers, but more importantly, people.
What drew me to Edward Jones in 2008 was the firm's client and family-centered values, which compliment my personal values, including integrity, hard work and the importance of building mutually respectful and trustworthy relationships. As a financial advisor, I believe it is important to spend time understanding what you are working toward before you invest your money. To help me with that, I have an extraordinary senior branch office administrator, Mary Toth, who shares my guiding principles in faith and family.
At our office in Perrysburg, we enjoy working with generations of families and partnering with their attorneys and CPAs to improve our clients' financial situations. Over the years, we've helped families with understanding retirement savings options, learning how to invest their money when retired and developing strategies to save for their children and grandchildren's education. From providing education on social security filing, to insurance protection strategies and helping families during significant life changes, we provide a full picture of your situation and comprehensive financial services to help you reach your financial goals.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
Phone NumberDan Wott at (419) 874-3745
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