At the age of 15, after accumulating a nice sum of money from various neighborhood jobs, my parents took me to their Edward Jones office to make my first investment. I remember being intrigued that the financial advisor would take the time to teach me about investing. After grad school, that same financial advisor invited me back to learn about helping people as a career. I was hired in 2003 and it has become my dream job.
Throughout my career, I have enjoyed working with clients in all stages of life. I utilize a process our branch developed to get a clear picture of our client’s current situation and a better understanding of their long-term goals.
Karissa Robinson has served as a branch office administrator (BOA) since 2018. She joined the office after completing her bachelor’s degree at NSU. Additionally, Susan Bilby, who recently retired after serving 13 years as a senior BOA, joins us for many projects.
In preparation for my career, I completed a bachelor’s degree in economics from Oklahoma City University in 2001 and a master’s degree in economics from the University of Oklahoma in 2003. To better serve my clients, I have earned and maintain the professional designations of CFP® and AAMS®.
In addition to assisting my clients, I currently serve Edward Jones as a regional leader to 46 advisors. In my free time, I enjoy spending time with my wife, Michelle, and our daughter. I am active in the Muskogee Rotary Club and proudly served as president in 2008. I sit on the Port Authority Board and the Quality of Life Committee for the City of Muskogee Foundation. I love Muskogee and have enjoyed many opportunities to volunteer and serve the community.
Our branch team would be honored to have the opportunity to learn more about you and your goals. Our passion for planning for retirement and preparing your estate helps ensure that you will be prepared for your financial future. Feel free to schedule an appointment and help make sure your goals are on track.
My Personal Interests
- Scuba Diving
Office Address1010 N Main
Muskogee, OK 74401
Phone NumberDaniel T Miller at (918) 683-3801
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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