portrait of Dan Green

About Dan

I am a native of Sweetwater, TX. I graduated from the University of Texas with a bachelor's degree in economics. I joined Edward Jones in 2003 and am very passionate about serving families and business executives in Fort Worth and the surrounding area.

I believe it is important to invest my time in understanding what is important to you. We will use an established process to build personalized strategies to help you reach your goals and will partner together throughout your life to help keep you on track.

My wife, Brooke, and I live in Fort Worth with our two sons,...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving

Work History

  • Edward JonesNovember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Texas-AustinBachelors

Team Members

  • Erica Sabala
    Sr. 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 - 03:00PM
Sat By Appointment Only
Sun Closed

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