For many years, I have delivered real value to clients. As an Edward Jones financial advisor, I partner with business owners and individuals to help them plan for short-term needs and reach long-term goals. Prior to Edward Jones, I was a sales professional delivering value to corporate clients by solving problems in an on-site sales consultant role. The foundation for success in both is to build lasting relationships with clients.
Value is defined from the client’s perspective. As a financial advisor, I am committed to understanding clients’ complex needs and delivering the best outcome options and communicating them clearly. Understanding what is most important to them and looking at the whole financial picture is the first step. By working together using established processes, we develop a personalized strategy to help clients reach their goals. Whether planning for college expenses, retirement, buying a (second) home or creating a legacy, it is a partnership every step of the way. To provide comprehensive service, I collaborate with clients' attorneys and CPAs, as necessary.
I enjoy volunteering as an active member of the Sunrise Kiwanis Club and the school Education Foundation board member. I also lend my professional assistance as a Butte Silver Bow Chamber of Commerce board member.
I adore my beautiful wife and three children. I love outdoor activities like rafting, hunting, fishing and camping. Growing up in Beautiful Butte America brought many opportunities to enjoy my passions of family, friends and fun. My college degrees include a B.S. in petroleum engineering from Montana Tech and a M.S. in industrial management engineering from Montana State University.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
My Personal Interests
Office Address2900 Lexington Ave Ste B
Butte, MT 59701
Phone NumberWilliam D Daily at (406) 494-3100
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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