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Daniel Edwards is listed as Sr. Wealth Advisor at Carson Wealth at Carson Wealth, a company with 134 employees, based in Roanoke, Texas, United States. AeroLeads shows a matched LinkedIn profile for Daniel Edwards.
Daniel Edwards previously worked as Sr. Wealth Advisor at Carson Wealth and VP, Financial Solutions Advisor at Bank Of America Merrill Lynch. Daniel Edwards holds B.A., Political Science, Finance from The University Of Texas At Arlington.
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I strive to build a roadmap to retirement which goes beyond financial planning in order to connect wealth to purpose in the lives and stories of my clients. It’s my job to understand the complexities of your situation and our financial plans are designed with your personalized goals in mind. I'll continually evaluate your plan to make sure your financial plan is on track towards your goals and updated as your life changes.I speak your language to ensure you have a clear understanding of what we’re going to do with your money. My on-going communications provide continual transparency so you’ll stay informed on the markets and know what’s happening with your investments.We exist to serve as your guide for life’s big tradeoff decisions and by working with us, we want you to be confident you made the right decisions.
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2324 Cheek-Sparger Road, Bedford, Texas 76021, United States
We strive to build a roadmap to retirement which goes beyond financial planning in order to connect wealth to purpose in the lives and stories of our clients.Securities and advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and a Registered Investment Advisor, Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to.
Southlake, Texas
Dallas/Fort Worth Area
When the subject is home financing, few lenders can match BB&T’s commitment to superior client service. As a BB&T mortgage professional, I can help you find the best loan for your needs. We offer a variety of financing options at competitive rates.Our loan programs include:■ Fixed Rate Mortgages■ Adjustable Rate Mortgages■ Construction/Permanent Mortgages■.
Southlake, TX
Wells Fargo Private Mortgage Banking focuses on providing upscale home financing. We offer excellent service and a variety of mortgage products ◾Home financing up to $6 million with higher loan amounts available. ◾Cash-out refinance up to $3 million. ◾If you are building a home, receive protection if the overall interest rate market goes up during the.
Irving, TX
Originate conforming mortgage loans by building and developing strong relationships directly with my customers. Build and foster strong internal working relationships with underwriters and processors. Maintain sales activity reports throughout the sales process.Licensed to originate mortgage loans in 12 states including Texas.NMLS 462830
NE Tarrant County
Cultivate and manage new and existing personal and business relationships. Develop weekly sales plans to establish new banking clients. Continuously expands referral relationships through constant contact. Sit on multiple committees responsible for updating lending guidelines and programs. 2nd lien specialist.2012 Top Banker 2012 Top loan producer2011.
Fort Worth, TX
Other employees you can reach at carsonwealth.com. View company contacts for 134 employees →
Jordan Pieper
Colleague at Carson Wealth
Omaha, Nebraska, United States, United States
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Emma Haman
Colleague at Carson Wealth
Colorado Springs, Colorado, United States, United States
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Jonquay Armon
Colleague at Carson Wealth
Schaumburg, Illinois, United States, United States
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Brenda Coleman
Colleague at Carson Wealth
Omaha, Nebraska, United States, United States
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Nolan Schultz, Cfp®
Colleague at Carson Wealth
Denver Metropolitan Area, United States
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Brenna Weems
Colleague at Carson Wealth
Lubbock, Texas, United States, United States
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MD
Melanie Davis
Colleague at Carson Wealth
Cedar Rapids, Iowa, United States, United States
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JM
John Marshall Graves
Colleague at Carson Wealth
Canton, Ohio, United States, United States
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Melissa Mitchell
Colleague at Carson Wealth
Atlanta Metropolitan Area, United States
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SM
Shawn M.
Colleague at Carson Wealth
Alpharetta, Georgia, United States, United States
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Quick answers generated from the profile data available on this page.
Daniel Edwards works for Carson Wealth.
Daniel Edwards is listed as Sr. Wealth Advisor at Carson Wealth at Carson Wealth.
Daniel Edwards is based in Roanoke, Texas, United States while working with Carson Wealth.
Daniel Edwards has worked for Carson Wealth, Bank Of America Merrill Lynch, Bank Of America, Bb&T, and Wells Fargo Home Mortgage.
Daniel Edwards's colleagues at Carson Wealth include Jordan Pieper, Emma Haman, Jonquay Armon, Brenda Coleman, and Nolan Schultz, Cfp®.
You can use AeroLeads to view verified contact signals for Daniel Edwards at Carson Wealth, including work email, phone, and LinkedIn data when available.
Daniel Edwards holds B.A., Political Science, Finance from The University Of Texas At Arlington.
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