Throughout my life, helping others has been an integral part of who I am. I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is my passion to help my clients organize, plan, protect and transfer their wealth.
I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I strive to serve clients in an unbiased fashion with the support of a strong team of professionals. My goal for every interaction is to add value to the financial life of each of my clients. When working together, I start each conversation by listening to you, to ensure I understand what is most important to you. We then use an established process to help you define your goals and partner with you to help keep you on track over the long term.
Outside of the office, I am active in coaching youth baseball as well as volunteering at our church. I grew up in Volusia County and attended Atlantic high school. I received my bachelor's degree from the University of Central Florida. I currently reside in East Volusia county with my wife and best friend, Natalie, and our two sons, Dylan and Declan.
Now more than ever, our team wants to meet clients on their terms, whether it's at our office in person or virtually. Technology today allows us to meet with our clients virtually over Zoom or web conference if they live out of town, have busy schedules or just prefer to meet from the comfort of their own home. Let's start the conversation at 386-760-5442. I look forward to helping you achieve your financial goals!
- Charitable Giving
- College Savings
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberDaniel R Tran at (386) 760-5442
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