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portrait of Diana M Eberhart
FINANCIAL ADVISOR

Diana M Eberhart

411 Howard St, Petoskey, MI 49770opens in a new window
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Serving clients with $250,000
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About Diana

I have been serving clients in Northern Michigan communities since I joined Edward Jones as a financial advisor in early 2018. I am a passionate and dedicated financial advisor – I truly love my job and the opportunity to create meaningful relationships. Since becoming a financial advisor, I have been proud to serve a wide variety of clients, whose goals range from growing wealth to planning for a fulfilling retirement.

I regularly work with young professionals, small business owners, non-profits, women investors and medical professionals with whom I create strategies for retirement planning, legacy considerations, business succession, asset growth and...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Healthcare Professionals
  • Employee Stock Options
  • Corporate Executives
  • Sustainable investing

Work History

  • Edward JonesMay 2017 to Current

Education

  • Hillsdale CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Cooking
  • Community Outreach
  • Cycling
  • Health & Nutrition

Team Members

  • Jennifer Opie
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(231) 753-2102

Fax

(888) 438-7504

Office Address

411 Howard St
Petoskey, MI 49770opens in a new window

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