I started my career as a Financial Advisor in April 2001 with AXA Advisors in Atlanta, GA. While at AXA, I served individual investors and focused in the area of financial services. I have extensive experience in the industry, most recently as an institutional wholesaler with American International Group (AIG) where I called on investment professionals, educating them on different solutions available in the financial marketplace. After working 16 years institutionally, I have shifted my focus to retail investors, joining a practice in Greer, SC with Edward Jones.
As an Edward Jones financial advisor, we believe it’s important to understand what clients are working towards before they invest money. The level of risk investors are comfortable accepting is also important when investing, so objectives can be aligned with the steps necessary to reach long-term financial goals.
Whether you're planning for retirement, saving for college, or trying to protect loved ones, we can work together to develop customized solutions to help you achieve your goals. Lastly, we partner for life to help make sure you stay on track. Throughout it all, we are dedicated to providing excellent client service.
In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. A complete plan involves a tailored strategy from multiple professionals to help you achieve your financial goals.
I am a certified Chartered Retirement Planning Counselor (CRPC®) through the College for Financial Planning and am very active in the community. I also serve on the board of the Greer Centennial Lions Club and am very involved in the Greer Chamber of Commerce.
When not working, I enjoy being outdoors and playing golf.
Office Address115-C W Wade Hampton Blvd
Greer, SC 29650
Phone NumberScott E Daniels at (864) 877-7575
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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