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portrait of Greg Daniels
FINANCIAL ADVISOR

Greg Daniels

CFP®
343 S White St Suite C, Wake Forest, NC 27587opens in a new window
CallSend Me a Message

About Greg

When I made the decision to join Edward Jones, it wasn’t because I was unhappy with my chosen industry. I love finance, and with an MBA and 15 years of experience in the financial industry – ten in management and five in client services – the only thing I was missing was that human connection. My own financial advisor always made me feel like family, and I wanted to be able to empower my friends and neighbors to invest in the things they care about, whether that’s their businesses, their communities or their families. Most importantly, I wanted to offer...

Focus Areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Campbell UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast

Team Members

  • Debbie Forrey
    Sr. Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(919) 569-5923

Fax

(844) 808-9980

Office Address

343 S White St Suite C
Wake Forest, NC 27587opens in a new window

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