As a financial advisor, I believe it's important to understand that your financial strategies are not just about your money – but ultimately about your goals and dreams. Retirement is not a one-time event focused just on your investments, but an ongoing process to identify strategies to help meet your goals and partner together with you throughout your life to help you stay on track. The personal financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you feel more confident, connected and in control of your financial future.
I strive to bring experience, wisdom and integrity to our relationship, and a sincere interest in your financial future. My team and I work closely with CPAs, attorneys and other professionals to address each facet of your financial strategy including tax mitigation, estate considerations and wealth protection strategies.
I joined Edward Jones in 2010, opening the firm's third branch office in Bluffton. I received my bachelor's degree in business administration from the University of South Carolina in 2008. I hold the Series 7 license, Series 66 license, the life and health insurance licenses as well as the AAMS® professional designation.
Outside of the office, you will find me taking advantage of all the Lowcountry has to offer with my husband, Trey, and our two young children, Sienna and Landon. We believe community involvement is important and we support organizations that are working to improve the quality of life for all in the charming Lowcountry.
My branch office administrators, Julie O'Donnell and Jasmine Howard, provide highly personalized service and have a sincere interest in your needs. Our team's passion for helping others makes us the perfect choice for individuals and families looking for comprehensive financial strategies.
As a branch team, we have both served in various leadership positions for our region and are proud to be limited partners in the firm today.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Intergenerational Planning
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Fine Dining
- Wine Collecting/Enthusiast
- Active Lifestyle
Phone NumberDanielle B Jeffcoat at (843) 815-4054
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