portrait of Susan Daniele

About Susan

Fully understanding your goals is the most important part of being your financial advisor at Edward Jones. By knowing what matters to you most – planning for retirement, saving for the future, emergency savings or protecting yourself and loved ones – I'll work with you and recommend personalized strategies to help you achieve your goals.

I am focused on you and value your trust. I want you to feel comfortable with our strategy and am always available to address any needs or concerns you may have. In addition, I would be happy to work with your attorney, accountant or others...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Sustainable investing
  • Wealth Strategies
  • Special Needs Financial Considerations

Education

  • New York UniversityMaster of Business Admin
  • University of PennsylvaniaBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Art & Theater
  • Personal Fitness

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 - 05:30PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • 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