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Daisy Fernandez, Financial Advisor

FINANCIAL ADVISOR
Daisy R Fernandez

ChFC®, AAMS™
5919 Forest Hills Rd, Rockford, IL 61114opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Hispanic Family Finances

About Daisy

As an Edward Jones financial advisor with 20 years of experience in the finance industry, I help ensure proactive wealth investment strategies for my clients' life goals. As the daughter of immigrants, a first-generation college graduate and single mother, I know what it means to work hard for everything you have.

I am passionate about understanding what is important to you and your family, so I can help you achieve your own financial goals and live life on your own terms. What brought me to this business is my passion in serving women who strive to build a legacy of wealth...

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Roosevelt UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Traveling
  • Volunteering
  • Spending Time with Family

Team Members

  • Sara Muth
    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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(815) 227-4301

Fax

(877) 659-2035

Office Address

5919 Forest Hills Rd
Rockford, IL 61114opens in a new window

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