portrait of Dan Wott

About Dan

For as long as I can remember, I have been passionate about saving and investing, but it wasn't until becoming a financial advisor in 2008 with Edward Jones that I realized the importance of sound financial advice. With my background in business and finance, I've always enjoyed working with numbers, but more importantly, people.

What drew me to Edward Jones in 2008 was the firm's client and family-centered values, which compliment my personal values, including integrity, hard work and the importance of building mutually respectful and trustworthy relationships. As a financial advisor, I believe it is important to spend time...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesFebruary 2008 to Current

Education

  • Bluffton UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Basketball
  • Cooking

Team Members

  • Mary Toth
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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