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portrait of Danielle J Bily
FINANCIAL ADVISOR

Danielle J Bily

CFP®, AAMS™, CRPS™
503 Fm 359 Rd Suite 140, Richmond, TX 77406opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Danielle

Born and raised in Richmond, I am a second-generation financial advisor with Edward Jones. I was fortunate to learn at an early age about the value of every dollar and the importance of saving and planning for the future. My passion for education and helping others marry together in my role as a financial advisor. I am known for my ability to simplify clients' financial lives by helping them consolidate their accounts and providing education, so they understand their financial strategy.

As a CERTIFIED FINANCIAL PLANNER™ professional, I take a holistic approach to providing financial advice. Using an established process,...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of Texas-AustinBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Yoga
  • Health & Nutrition

Team Members

  • Lisa Carter
    Sr. Branch Office Administrator
  • Diane Muro
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(281) 342-1374

Fax

(855) 751-0980

Office Address

503 Fm 359 Rd Suite 140
Richmond, TX 77406opens in a new window

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