The key to successful investing is to develop a strategy today that can help you reach your future goals.
I am a planner, but my life's path certainly didn't go as planned. Maybe you can relate? In my younger years my parents took me to visit their Edward Jones financial advisor where I learned the fundamentals of investing and why I should start to save at an early age for my retirement. This ignited my passion so I became a client and finished my business degree at NDSU.
My career path led me to banking, starting as a teller supervisor and eventually becoming a loan officer. My plan took a detour when I took a few years off to enjoy being the mom of triplet daughters!
Fortunately, I was able to join Edward Jones in 2008 as a branch office administrator where I watched our clients' hopes and dreams turn into reality after years of planning. Ten years later, my dream turned into reality when I became a financial advisor. I love being able to make a difference in the lives of my clients and getting to know each family on a deeper level.
At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies.Whether it's saving for retirement, budgeting for college education, establishing a steady flow of income, or building a legacy for your loved ones, I will guide you through our process to build strategies to achieve the goals most important to you. I will take the time to educate you on the investments so you are confident in making decisions that are aligned with your goals.
I have the pleasure of working alongside my branch office administrator, Denise, who enjoys being the mom of five kids and nine grandkids, with two on the way. She came to Edward Jones in 2019 with 12 years of banking experience.
Every day we strive to exceed your expectations and create an ideal client experience. Give us a call, we are grateful for the opportunity to be able to make a difference in your life!
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Divorce Finances
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address432 NE 3rd Ave
Grand Rapids, MN 55744 opens in a new window
Phone NumberDanielle M Witherill at (218) 327-1331
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