Growing up in Brooklyn, NY, investing and Wall Street was a foreign concept. However, once I started working there, I realized that everyone should have access to the knowledge that will help them reach their financial goals.
I began my career on Wall Street consulting with Fortune 500 companies about their shareholder profile. When I moved to Atlanta in 1999, I began trading in my own accounts and for the accounts of individual investors for E-Trade Financial. In my career, I also worked as a compliance officer for Principal Financial Group and as a wholesaler for Jackson National Life Insurance, where I learned the benefits of annuities. Ten years before coming to Edward Jones, I worked with SunTrust, where I became the derivative specialist for their Private Wealth Management Department.
When I decided to follow my passion and become a financial advisor, I chose Edward Jones because of the values we share. Working with a company that puts the clients and communities first was important to me. Also, the culture of partnership at Edward Jones makes doing my job easier.
In my spare time, I serve as the president of the Booster Club at my daughter's high school. I am also the founder of DOW (Dads Organized for Wesley), a group dedicated to increasing the presence of male role models at my son's middle school.
In my practice, I am using my experience and my passion to help others to improve the lives of families and businesses. The first step is finding out what is important to you. Only then can we be successful at developing goals, and a plan to reach them.
My Personal Interests
- Spending Time with Family
- Home Theater
- Coaching Sports
- Movies & Entertainment
Phone NumberTherman McDaniel at (404) 343-0701
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