The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long−term investment strategies. What I enjoy most about being a financial advisor for Edward Jones is that I can take the time needed to get to know each client. During an initial meeting with me, you can expect to spend time getting to know each other.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help. I can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I am dedicated to providing you top-notch client service.
Prior to Edward Jones, I earned my business degree from Indiana State University in 2018. My background includes professional leadership roles in the healthcare and retail sectors. I bring my unique experiences to provide a customized and tailored approach to investing for your individual financial situation.
At home, I enjoy spending time with my wife and best friend, Amber. Together, we are very proud parents of our 3-year-old son. As you can most likely imagine, we have a high energy household filled with lots of laughter and love. We spend the majority of our free time with other family and friends. I also enjoy our local church community, playing guitar, fishing and occasionally woodworking.
Understanding what's important to you is what's most important to me. My branch doors are always open, and I welcome the opportunity to get to know you. You are also able to reach me by phone at (951) 695-8844 or connect with me on LinkedIn to set up an initial consultation and see how we can help.
- Portfolio Reviews
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- College Savings
- Business Retirement Plans
- New Investors
My Personal Interests
- Spending Time with Family
- Community Outreach
- Outdoor Enthusiast
Phone NumberDarion D Haggerty at (951) 695-8844
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