portrait of Daniel Ramos
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Daniel

I started my career in finance in 2013 as a bilingual banker for one of the top four banks in the nation. Full disclosure, I took the job to work closer to home and ditch an hour long commute! Little did I know I would fall in love with helping people "get to where they want to get to" with their financial goals. I have taken that same drive and passion to serve my clients at Edward Jones. Many will say this is a financial business, but to me, it is a relationship business. I will take time to listen...

Focus Areas

  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesApril 2021 to Current
  • Wells Fargo Clearing Svcs, LLCFebruary 2018 to March 2021

Education

  • The University of Valley ForgeBachelor of Arts

Personal Interests

  • Community Outreach
  • Fishing
  • Music
  • Sports Enthusiast
  • Traveling

Team Members

  • Ginny Murray
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

For 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.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More