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portrait of Dan Bayait
FINANCIAL ADVISOR

Dan Bayait

5475 Lumley Rd Suite 106, Durham, NC 27703opens in a new window
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About Dan

As a financial advisor, I believe it's my responsibility to know what's important to my clients, which includes their aspirations and goals. Knowing what's important allows me to then provide the necessary education on the different investment options that are available and any costs that are involved.

I have an established two-appointment process when meeting with someone new. This allows me to get to know what's important before presenting any investment solutions. By providing value, I can then earn someone's trust. Once earning someone's trust, we then focus on an investment strategy and a tailored long-term plan.

Ultimately, my life-long goal has...

Work History

  • Edward JonesJanuary 2015 to Current

Education

  • Nyack CollegeMaster of Arts

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Office Information

Phone

(919) 748-3229

Fax

(888) 732-3130

Office Address

5475 Lumley Rd Suite 106
Durham, NC 27703opens in a new window

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