Born and raised in New Orleans, I graduated from De La Salle High School and Louisiana State University with a Bachelor of Science in finance. I began my profession as a financial advisor with Edward Jones after graduating from LSU in 2012.
Passionate about lifelong learning, I hold the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant® designation.
I became a financial advisor because I enjoy helping and serving others. What I love most about my profession is that I'm able to improve the lives of our clients and colleagues, and together, better our community.
My branch office administrator, Wendy Swanson, and I have been partnering together since 2015 to serve our clients. She is the heart of our office and I am blessed to call her my business partner. Wendy is dedicated to providing our clients with the best customer service experience. In her free time, you can find Wendy spending time with her husband, Barry, family and friends, and spoiling her grandchildren and cats.
Outside the office, you can find me spending quality time with my wife, Andrea, our son, Mateo, and furbaby, Henri. Andrea and I enjoy exploring New Orleans, traveling to new places, volunteering and giving back to our community that has helped form the individuals we are today. You can also find us cheering on the LSU Tigers, New Orleans Saints and Pelicans!
If you're looking for a financial advisor and would like to learn more on how to partner with our team, please call us at 504-833-1941 or request an appointment on our website.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Pets
- Volunteering
- Football
- Basketball
Personal Interests
- Spending Time with Family
- Pets
- Volunteering
- Football
- Basketball
Office Information
Phone Number
Daniel Toro Jr at (504) 833-1941Branch Team
- Wendy Swanson
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Wendy Swanson
- Sr. Branch Office Administrator
Branch Team
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