portrait of Brad Dalton

About Brad

Financial Stewardship!

Thank you for visiting our website and allowing me to introduce our team. We have the heart of an educator. We distinguish ourselves in three areas: Education, service and investment strategies. We collaborate as a team with you and your family to create a personalized investment strategy for you. We begin our client service with the "end in mind" – total return, taxes and cash flow.

As the team leader and financial advisor for my branch team, I believe it is important to understand what is important to you and your family. We use an established process to understand the...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving

Work History

  • Edward JonesAugust 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cornell UniversityCertificate

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Volunteering
  • Traveling

Team Members

  • Jackie Harrell
    Branch Office Administrator
    FPQP®
  • Cindy Holberton
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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