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Dan Davis, Financial Advisor

FINANCIAL ADVISOR
Dan Davis Jr

1819 Chester Blvd, Richmond, IN 47374opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • LGBTQ+ Finances

About Dan

It's difficult to believe I began my journey as a financial advisor 25 years ago. I never intended to pursue a career in finance, but now I can't imagine doing anything else. Edward Jones has provided the perfect platform which allows me to maintain my life's mission – helping others.

I was a driven student and completed a 6-year program in five years, earning a master's degree in educational psychology from Ball State University by the age of 23. The first eight years of my professional career were spent in the counseling field, first as a substance abuse counselor/probation officer,...

Work History

  • Edward JonesJuly 2000 to Current

Education

  • Ball State UniversityMasters
  • Ball State UniversityBachelors

Personal Interests

  • Baseball
  • Coaching Sports
  • Music
  • Traveling
  • Antiquing

Team Members

  • Julita Scruggs
    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

Phone

(765) 939-2716

Fax

(877) 875-1917

Office Address

1819 Chester Blvd
Richmond, IN 47374opens in a new window

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