Daniel Flake, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Military Professionals & Veterans
  • College Savings
  • Retirement Income Strategies

About Daniel

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

At Edward Jones, I strive to make sure clients feel heard, and that I understand their unique story. I also work to help clients understand the investment world in terms they can relate to.

My wife is active in the community as a real estate agent for KW, and we have invested in real estate for over 16 years. We have two children and spend...

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Walden UniversityMaster of Business Admin
  • US Naval AcademyBachelor of Engineering

Team Members

  • Michele Anderson
    Sr. Branch Office Administrator

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