portrait of Dan Stevens
FINANCIAL ADVISOR
Serving clients with $1,000,000
CallSend Me a Message

About Dan

When I was a student at MSU, my finance professor challenged and inspired me, and I knew immediately that I wanted to work in the investment industry. Growing up in Montana had given me a love of the outdoors and I wanted my children to be able to play in cold mountain creeks, have chance encounters with wildlife and enjoy the outdoors in the changing seasons. Edward Jones, the company I love, has given me the opportunity to have all of that and I get to serve families by helping them achieve their dreams and goals.

Growing up, our family faced...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Energy Industry Professionals
  • Farmers and Ranchers
  • Real Estate and Construction

Work History

  • Edward JonesNovember 2004 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • CFA®

    Chartered Financial Analyst®

Education

  • Montana State Univ-BozemanBachelors

Team Members

  • Elysa Nelson
    Sr. Branch Office Administrator
  • Karen Anderson
    Sr. Branch Office Administrator
    FPQP®
  • Tia Mitchell
    Sr. Branch Office Administrator

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