portrait of Dan Healey

About Dan

I am a seasoned financial advisor with more than 11 years of experience in helping investors reach their goals. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Employee Stock Options

Work History

  • Edward JonesDecember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Harris-Stowe State CollegeBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Baseball
  • Snowboarding

Team Members

  • Becky Robinson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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