Dan Deweerdt

Background

About Dan Deweerdt

As a full service financial advisor with Edward Jones, I enjoy the opportunity to partner with individual investors and their families. Our clients are serious, long-term individual investors who value a trusted relationship and tailored financial advice, guidance and service. I believe our clients are best served by a consistent, repeatable investment process. Helping clients define and achieve their financial goals is a dynamic and highly personalized process of understanding, analysis, action and review. I strive to simplify what can seem complex in the process of identifying goals and the ability achieve those goals financially. My team and I coordinate with with other professionals such as CPAs, Estate Planning Attorneys and Insurance Specialists to execute needed actions. Our services are convenient and personalized, and backed by the financial strength and resources of a national firm. We encourage face to face relationships in order to better understand our clients and make investing a personal process.