Daniel Bouck

Background

About Daniel Bouck

Early in my working career I overheard some colleagues talking about stocks and their retirement portfolios which led me to book an appointment with my bank. I attended the meeting with excitement and once in front of a branch banker I explained that I was looking to "buy stocks" for retirement. Here was a willing candidate who wanted to INVEST and learn about his options for retirement. What I ended up with was a savings account. It wasn't until later after becoming a Personal Banker that I looked back on that experience and realized how much differently that appointment could have gone. This experience left me with a passion to ensure the people I engage with make informed financial decisions. That being said my focus is to understand and help achieve what matters most to you and your family. Using an established process, in partnership with Edward Jones, we will work to find solutions and build specific strategies that you'll need to reach your goals. Over time we will revisit your goals, risk tolerance, and the strategies we have put in place to ensure you stay on track.