I don’t take working for Edward Jones as a financial advisor lightly. I partner with individuals and organizations to tailor a personalized strategy to realize your goals. It is my passion to find ways to deeply serve individuals and organizations, and I am backed by all the power of the established processes of Edward Jones. I am inspired by the vision of its creators and those who have continued the legacy thus far.
My professional career began in the surgical department of a level one trauma center in Rockford IL, as a surgical assistant specializing in orthopedics and trauma surgery. After two years, my interests went further into marketing and entrepreneurship, so while pursuing my education in marketing, I started my first business as a music teacher. In 2013, I relocated to beautiful Western Colorado from upstate Illinois. I continued as an entrepreneur, expanding my first business into the product sector and starting an integrated marketing communications business to assist local individuals with business development. Shortly after moving to Colorado, I completed my bachelor’s degree in business marketing management and began post grad work in business administration and finance.
My personal professional goals include beginning my own non-profit organization with my wife focused on child health and education for children in impoverished areas of the world and our own community. My office strives to deeply serve this sector, as I believe in the good that charitable organizations provide and truly believe in helping people. Retirement and estate considerations for individuals and families remains the bedrock of my business; I work with small and large businesses and organizations including 501(c)(3) along with individuals in many professional fields. I am humbled to be able to partner with my clients over a lifetime and to assist them in identifying and achieving that which is most important to them. I look forward to making the nexus between you and I.
Office Address170 W Main St
Cedaredge, CO 81413
Phone NumberDaniel Burris at (970) 856-8700
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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