Dan Hefley

Dan Hefley Email and Phone Number

Financial Advisor at Edward Jones @ Edward Jones
st. louis, missouri, united states
Dan Hefley's Location
St Louis, Missouri, United States, United States
Dan Hefley's Contact Details
About Dan Hefley

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. A complete understanding of what's most important to my clients is at the heart of my business. I partner with my clients to develop personalized strategies that help them achieve their goals and dreams. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.I began my Edward Jones career in 2013 as a leader in our Internal Audit Division. After 10 years of learning about how our firm works, I pursued my passion of supporting client and helping them achieve their financial goals. Prior to joining Edward Jones, I began my career in public accounting at KPMG as a certified public accountant working with public and private clients around St. Louis. I serve as the President of the Board of Directors of the Josh Seidel Memorial Foundation, which promotes science, engineering and technical skills, and encourages entrepreneurism.My wife, Becca, and I have two daughters, Lilian and Molly. Becca and I met at the University of Missouri – Columbia and both began our careers at KPMG. Becca is the Controller for a local privately held company. We are originally from Chesterfield, MO and Wildwood, MO, respectively, and now reside in Chesterfield, MO. In our free time, we enjoy traveling and spending time with friends and family./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Dan Hefley's Current Company Details
Edward Jones

Edward Jones

View
Financial Advisor at Edward Jones
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Dan Hefley Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Mar 2024 - Present
    St. Louis City County, Missouri, United States
  • Edward Jones
    Internal Audit Manager
    Edward Jones Dec 2013 - Mar 2024
    Greater St. Louis Area
  • Josh Seidel Memorial Foundation
    President Of The Board Of Directors
    Josh Seidel Memorial Foundation Aug 2017 - Present
  • Kpmg
    Audit Manager
    Kpmg Jul 2012 - Dec 2013
  • Kpmg Audit
    Audit Senior Associate
    Kpmg Audit Jul 2008 - Jun 2012

Dan Hefley Skills

Auditing Us Gaap External Audit Big 4 Internal Controls Financial Accounting Sec Filings Sarbanes Oxley Act Financial Reporting Cpa Consolidation Gaap Ifrs Assurance Accounting Tax

Dan Hefley Education Details

Frequently Asked Questions about Dan Hefley

What company does Dan Hefley work for?

Dan Hefley works for Edward Jones

What is Dan Hefley's role at the current company?

Dan Hefley's current role is Financial Advisor at Edward Jones.

What is Dan Hefley's email address?

Dan Hefley's email address is da****@****ail.com

What is Dan Hefley's direct phone number?

Dan Hefley's direct phone number is +131474*****

What schools did Dan Hefley attend?

Dan Hefley attended University Of Missouri-Columbia.

What skills is Dan Hefley known for?

Dan Hefley has skills like Auditing, Us Gaap, External Audit, Big 4, Internal Controls, Financial Accounting, Sec Filings, Sarbanes Oxley Act, Financial Reporting, Cpa, Consolidation, Gaap.

Who are Dan Hefley's colleagues?

Dan Hefley's colleagues are Jay Robicheaux, Peter Larson, Shikha Gupta, Csm®, Michelle Maloney, Scott Cox, Trent Kasten, Don Rayburn.

Not the Dan Hefley you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.