Born and raised in Richmond, I am a second-generation financial advisor with Edward Jones. I was fortunate to learn at an early age about the value of every dollar and the importance of saving and planning for the future. My passion for education and helping others marry together in my role as a financial advisor. 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.
As a CERTIFIED FINANCIAL PLANNER™ professional, I take a holistic approach to providing financial advice. Using an established process, we will partner together to create a customized strategy for each of your goals while ensuring your investments and insurances stay aligned with your goals and values. We address present and future needs as well as prepare for life's potential bumps along the way. We will regularly review your strategy and consult with your CPA and attorney where necessary to help you achieve your goals.
One of the most rewarding aspects of my work is forming deep relationships with my clients and their families allowing me to help plan across generations. My business continues to grow through my clients referring friends, family and business colleagues from across the country. I meet with my clients in person, via phone or Zoom, whichever you may prefer.
I believe it is essential to be a lifelong learner. As a graduate of The University of Texas at Austin, I have a bachelor’s degree in finance with a minor in accounting. I have also obtained the CFP®, AAMS™, and CRPS™ professional certifications.
I also believe in giving back to the community. My recent involvement includes being a member of the School Art Committee of the Houston Livestock Show and Rodeo. In addition, I sponsor various organizations throughout Ft. Bend. Within Edward Jones, I volunteer my time to train new advisors. I also serve on our region's key leadership team.
I enjoy spending quality time with my family. My husband, Wes, and I have three wonderful children — Taryn, Autumn and Hayes. I also enjoy fitness and love to travel.
My branch office administrator, Lisa Carter, is also a Richmond native. She is a wife to Tim, mom to three daughters and a proud grandma of her two grandchildren.
We are dedicated to providing you with the highest level of service and welcome any feedback.
- 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
Phone NumberDanielle J Bily at (281) 342-1374
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