I began my career as a financial advisor in 1991 and have been with Edward Jones since 2005. I have a Bachelor of Science degree from Eastern Illinois University; the AAMS® professional certification; Series 7, 63 and 65 registrations; and licensures in life, long-term care insurance, as well as annuities.
My team and I are here to understand what is important to our clients and we work together to help them pursue their dreams. We will start by helping you analyze where you are; then, we will create a personalized long-term investment strategy to help you reach your goals. We want to understand your tolerance for risk and your short-term and long-term goals. We work with our clients one on one throughout your journey, updating your strategy as needed to meet your needs. Since my career began as a financial advisor I have experienced a lot of different market environments the last 29 years and use my knowledge and experience to help develop my clients' strategies.
I have two branch office administrators, Kelly Montgomery and Tracy Harper. Kelly as well as Tracy provide oversight to all office operations, focusing on providing outstanding service to our clients. Kelly and Tracy also handle all administrative tasks in our office.
I am active in my community; serving as an active member of the Vincennes Rotary Club for twenty nine years and its foundation since its inception over 25 years ago. I serve as a sponsor of the Rivet Interact (Rotary) Club, working with high school students on various service projects throughout the school year.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help assist you in determining the most appropriate financial strategy for you and your family.
Phone NumberDana J Worland at (812) 886-1178
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|Fri||08:00AM - 04:00PM|
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