I have a passion for taking the time to understand the hopes and dreams of my clients. I create a customized strategy for each person - addressing present and future needs, as well as preparing for life's bumps along the way. I am known for my ability to simplify clients' financial lives by helping them consolidate their accounts and providing education so they understand their financial strategy.
Born and raised in Richmond, I am a second-generation financial advisor with Edward Jones. My business continues to grow through my clients referring friends, family and business colleagues.
Whether your goal is to retire early, reduce taxes, educate your children, use insurance for protection or leave a legacy for those you cherish, I will work to understand what is important to you. I use an established 5-step process to build personalized strategies, and I will partner with you throughout your life to help you stay on track. I meet my clients in person, via phone or WebEx, whichever you may prefer.
A graduate of The University of Texas at Austin, I hold a bachelor’s degree in finance with a minor in accounting. My husband, Wes, and I have three children — Taryn, Autumn and Hayes.
Within Edward Jones, I have volunteered my time to be a trainer to new advisors. I also serve on our region's key leadership team as the Culture of Compliance Leader.
I believe in giving back to the community. My involvement includes being a member of the School Art Committee of the Houston Livestock Show and Rodeo. I am past chairman of the Young Professionals Committee of the Central Fort Bend Chamber, and I served on the board of directors for the Katy Area YMCAs.
My branch office administrator, Lisa Carter, is also a Richmond native. She is dedicated to providing you with the highest level of service.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Retirement Savings Strategies
- Intergenerational Planning
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Health & Nutrition
Office Address503 Fm 359 Rd Suite 150
Richmond, TX 77406
Phone NumberDanielle J Bily at (281) 342-1374
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