Notable Financial Advisor Hire:
Edward Jones Welcomes Experienced Financial Advisor
$250M Financial Advisor Dan Dwyer Joins; Drawn to Culture and Flexibility
Edward Jones is pleased to welcome experienced Financial Advisor Dan Dwyer to the firm. With more than 39 years of experience in the financial industry, Dwyer will continue to serve clients with comprehensive planning and advice in the Northern California area.
Dwyer, who previously managed more than $250 million in client assets, looks forward to utilizing Edward Jones’ innovative tools and processes to deliver deep personal relationships and comprehensive planning and advice to clients.
“Edward Jones’ culture and innovative resources truly stood out to me, especially when it comes to the flexibility offered to its financial advisors,” said Dwyer. “From the minute I interacted with everyone at the home office during a due diligence visit, the culture felt different, in a really good way. In addition, the firm’s commitment to innovation and focus on best-in-class solutions will give me the capabilities to continue supporting clients in the Northern California area.”
“From the minute I interacted with everyone at the home office during a due diligence visit, the culture felt different, in a really good way.”
Dan Dwyer, Financial Advisor
Edward Jones provides financial advisors with the support, resources and tools needed to successfully navigate market challenges and grow a practice that puts clients first.
Previously, Dwyer worked at First Republic Bank for five years and JP Morgan Chase for one year, where he specialized in wealth management.
Dwyer will be joined by Registered Branch Associate Erin McPhee and supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
Follow Us:
