Daniel Roberts

Background

About Daniel Roberts

Having been raised by a financial advisor father and a math teacher mother, I quickly learned the value in letting your money work for you, not the other way around. Unfortunately, not everyone has the opportunity to learn fiscal responsibility from such an early age. While serving four years in the US Navy, I became the unofficial money management resource for my fellow service members. Based on that experience and my upbringing, I’ve made it my mission to be available to anyone who needs guidance in saving money, investing their hard-earned dollars and protecting their financial future. Following in my dad’s footsteps with Edward Jones Investments I am able to position myself as a financial advisor within my community. If you’re in need of honest financial advice, I’m here to provide a helping hand. And if you’re a musician looking to jam or a fitness nut wanting to crush some workouts together, don’t hesitate to reach out either!