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portrait of Dan Haller
FINANCIAL ADVISOR

Dan Haller

11020 David Taylor Dr Ste 116, Charlotte, NC 28262opens in a new window
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About Dan

Organizing, growing and protecting your wealth – those are my priorities as a financial advisor.

Understanding what's important to you is how we build customized strategies to help you reach your financial goals. To equip you to make informed decisions and invest with confidence, I use a time-proven process to help keep you on track.

My approach incorporates a complete financial analysis, including risk tolerance and portfolio construction, with an emphasis on retirement/income planning. Protecting your financial legacy may also include life insurance and/or long-term care solutions, as well as consideration of trust and estate matters.

Partnering to help you achieve your...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

Work History

  • Edward JonesSeptember 2011 to Current

Education

  • Taylor UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Hiking
  • Farming

Team Members

  • Tammy Toney
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(704) 548-9146

Fax

(888) 765-5761

Office Address

11020 David Taylor Dr Ste 116
Charlotte, NC 28262opens in a new window

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