portrait of Daniel J Shore

About Daniel

I have always been fascinated by the way one can build wealth through saving and investing. One of my first jobs was working with people who had grown up during the Great Depression and fought in WWII. I learned a lot about saving for the future while also being conservative with my money.

I paid my own way through college at the University of Minnesota Carlson School of Management. I have learned that by being smart with my money, I can buy the types of cars I dreamed of, own a nice home, travel to over 70 countries around the world...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Insurance & Annuities
  • New Investors
  • Retirement Income Strategies

Work History

  • Edward JonesNovember 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Minnesota,MinneapolisBachelor of Science

Team Members

  • Marie Rice
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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