Investing in Edward Jones
Danny Wood offers financial advice
at his office in Holmes Beach.
LOUISE BOLGER | SUN
There are few things in our lives as personal and important as our finances, so finding a financial advisor we’re comfortable with can be challenging. Integrity and trust are undoubtedly at the top of the list when making this decision, but individual attention, which is sometimes hard to find in our fast paced world, is possibility the most important.
Danny Wood has been in financial services since 1992 and has been part of the Manatee County business community for 14 years. He worked in banking and ultimately owned his own mortgage company for 10 years, and almost three years ago he joined the Edward Jones family as a financial advisor in Holmes Beach.
Wood was persuaded to become a member of the Edward Jones group based on its formula of providing financial advice to individuals meeting them face to face right in their neighborhoods. The “business within a business” business model allows individual financial advisors to recommend investments best suited to client’s needs.
Edward Jones does not as a company buy and sell investments and, therefore, does not compete with its clients and does not promote company structured investments. This gives Edward Jones’ financial advisors the ability to provide access for all investment levels.
In addition, Edward Jones has an oversight program in place which involves annual audits and managerial review of its financial advisor’s client accounts. Wood and Edward Jones’ goal is to provide individual service without the risks sometimes associated with individual financial advisors, who may not experience the same oversight.
Wood has been very successful in building his Edward Jones' accounts and was recognized by the company as having the most regional growth in 2012. As a company, Edward Jones continually ranks as one of the top 5 percent best places to work in the country and continues to grow with the goal of adding 20,000 financial advisors nationally by 2020.
As a native Floridian, one of Wood’s first loves after his wife and three children, is boating. He is currently the executive officer of the Anna Maria Power Squadron and has recently formed a weekly business networking group for business people in both Manatee and Sarasota Counties.
Helping Wood serve his clients is Connie Shoemaker the branch office administrator and friendly voice when you call the office. They both understand that you have to work to earn people’s trust and believe that the Edward Jones formula is a “wicked good combination” of service and oversight.
Give Wood a chance to help you make sense of investing on an individual, face to face basis, the best of both worlds.
3226 East Bay Drive
9 a.m. to 5 p.m.