Work History
Edward Jones
Edward JonesJune 2013 to Current
About Daniel
Tired of mismanagement and false promises at my first job, I sought out a career at Edward Jones which fulfilled my desire to manage my own practice in addition to impacting lives.
As an Edward Jones financial advisor, I've had the privilege of serving clients since 2013. Our primary goal is to help our clients organize, build, protect and transfer their wealth in a cost effective manner.
We'll help you identify savings goals by understanding what's most important to you. Our established process allows us to help you build personalized strategies around your goals and to help keep you on track....
As an Edward Jones financial advisor, I've had the privilege of serving clients since 2013. Our primary goal is to help our clients organize, build, protect and transfer their wealth in a cost effective manner.
We'll help you identify savings goals by understanding what's most important to you. Our established process allows us to help you build personalized strategies around your goals and to help keep you on track....
Focus Areas
- Real Estate and Construction
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
- Utilities Sector Professionals
Work History
Edward Jones
Edward JonesJune 2013 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Fordham Univ
Fordham UnivBachelor of Science
Education
Fordham Univ
Fordham UnivBachelor of Science
Personal Interests
- Spending Time with Family
- Active Lifestyle
- Sports Enthusiast
- News & Media
- Home Improvement
Team Members
Ellie RaczSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(973) 248-3359Fax
(888) 237-4972Office Address
88 Wanaque AvePompton Lakes, NJ 07442
Location
Pompton LakesFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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