I have been a financial advisor with Edward Jones for more than 10 years. My 20-plus years in the investment industry includes time spent with American Express and PNC Investments, both as a financial advisor and a manager.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
I earned an undergraduate degree in business administration from Cheyney University. I also earned a master's degree in business administration from Marquette University located in Milwaukee, WI.
I have been extensively involved in the community. Previously, I served on the board of East Mount Airy Neighbors and am a past president of the organization. I also served on the board of Weavers Way Food Coop for five years. I currently serve on the boards of the Ralston Center and the Trustee Board of Enon Tabernacle Baptist Church. And, I am a proud member of Phi Beta Sigma Fraternity Inc.
My branch office administrator, Natalie Danielson, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. 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.
Phone NumberLarry V Daniels at (215) 242-2402
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