portrait of William D Daily

About William

For many years, I have delivered real value to clients. As an Edward Jones financial advisor, I partner with business owners and individuals to help them plan for short-term needs and reach long-term goals. Prior to Edward Jones, I was a sales professional delivering value to corporate clients by solving problems in an on-site sales consultant role. The foundation for success in both is to build lasting relationships with clients.

Value is defined from the client’s perspective. As a financial advisor, I am committed to understanding clients’ complex needs and delivering the best outcome options and communicating them clearly. Understanding what...

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJanuary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Montana State Univ-BozemanMasters
  • Montana TechBachelor of Science

Personal Interests

  • Camping
  • Hunting
  • Fishing
  • Motorcycles
  • Woodworking

Team Members

  • Lana Doyle
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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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 By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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