William Daily Email and Phone Number

For many years, I have delivered real value to clients. As a Financial Advisor, I partner with business owners and individuals to construct a plan for short-term needs and long-term goals. Prior to Edward Jones, I was a sales professional. I delivered value to corporate clients by solving problems in an on-site sales consultant role. The foundation for success in both positions is to build lasting relationships with clients.Value is defined from the client’s perspective. As a Financial Advisor, I am committed to understanding clients’ complex needs, delivering the best outcome options, and communicating them clearly. The first step is understanding what is most important to them and looking at the whole financial picture. By working together using established processes, we develop a personalized strategy to reach clients goals. Whether they are planning for college expenses, retirement, buying a (second) home, or creating a legacy, I am a partner every step of the way. To provide comprehensive service, I collaborate with clients' attorneys and CPAs, as necessary.I enjoy volunteering as an active member of the Sunrise Kiwanis Club and the school Education Foundation board member. I also lend professional assistance as a Butte Silver Bow Chamber of Commerce board member. I adore my beautiful wife and three children. I spend my free time rafting, hunting, fishing, and camping with family and friends. Growing up in Beautiful Butte America brought many opportunities to relish in my passions of family, friends, and fun. My college degrees include a B.S. in Petroleum Engineering from Montana Tech and a M.S. in Industrial Management Engineering from Montana State./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.