portrait of Dan Abbott

About Dan

Growing up on a farm in Canada, I learned the value of hard work and saving for the future. Keeping a budget, avoiding debt and making good investments became important factors in completing college and supporting a young family. After service in British Columbia as a member of the Royal Canadian Mounted Police, I had an opportunity to become a financial advisor with E.F. Hutton in Charlotte, NC. Decades later, after years of working with clients in the Carolinas, my wife and I built an iconic B&B inn (George Washington Inn) up on Washington's Olympic Peninsula, across from Victoria, BC,...

Focus Areas

  • College Savings
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

Work History

  • Edward JonesNovember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Bob Jones UniversityMaster of Science

Personal Interests

  • Cycling
  • Music
  • Aviation
  • History and Museums
  • Art Collecting

Team Members

  • Hugh Brown
    Branch Office Administrator

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Office Information

Hours

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

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