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Susan Daniele, Financial Advisor

FINANCIAL ADVISOR
Susan Daniele

CEPA®
700 Main Rd Suite 2, Towaco, NJ 07082opens in a new window
CallSend Me a Message

Focus Areas

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

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 have lived in the area for more than 20 years with my husband, Rich, and two sons. I received my MBA in finance from NYU and bachelor's in economics from the Wharton School of Business. I actively participate and volunteer for many community groups...

Work History

  • Edward JonesNovember 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

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

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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

Phone

(973) 658-7676

Fax

(855) 529-7975

Office Address

700 Main Rd Suite 2
Towaco, NJ 07082opens in a new window

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