Steve Dail Jr

My branch team and I feel very fortunate. Every day we get to come to "work" and associate with our friends and family. For us, our profession is about much more than retirement accounts and financial strategies. We're in it for the relationships. We have always had a genuine interest in improving the lives of our clients.

If you're currently one of the 300-plus families we work with across the country, thank you for allowing us to serve you. If you're considering becoming a client of our branch, we welcome the opportunity to meet with you face-to-face, by phone or by web conference to learn more about you. I can promise you that our focus will be on what's most important to you and will include a comprehensive and holistic strategy to help you get where you want to go. I can also promise you world-class service, with consistent proactive contact, a clear understanding of how and why you're invested, and transparency with how we are compensated for our services.

Outside of Edward Jones, my team and I stay very active with our families and communities. This year, my wife, Carolyn, and I celebrated 17 years of marriage. We are the parents of six children; five boys, and one very well-protected daughter! Carolyn and I enjoy weight training and exercise, classic cars and world travel.

Pam has been married to her husband, John, for 49 years. She and John are active volunteers in their church, and also have enjoyed some great trips around the world, most recently being two weeks in Italy! Pam's real passion though, as I'm sure she'll tell you, is working with our clients. It's the reason she's still here after almost 32 years!

Just recently, we've added Charlene Harmon to our team. Charlene enjoys working at her church and spending time with her four daughters, four grandchildren, and four dogs! Pam and I have known her for many years and are confident she will make an excellent addition to our branch administrative staff.

Pam, Charlene, and I consider ourselves a great team. We have an established process for helping clients consolidate and simplify the financial aspects of their lives. If this sounds like something you could benefit from and want to work with a team that prioritizes relationships, please contact our branch. We look forward to meeting you!