Dakota Peacock
I help individuals, business owners, and families build highly personalized financial strategies. Financial Advisor | Retirement Planning | Wealth Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Dakota Peacock
The key to our office\'s success stems from the comprehensive financial guidance we provide to individuals and families seeking a work-optional lifestyle, who value consultative advice and a high-level of personal service. We believe it is important to invest our time understanding your story in order to help you achieve the best life possible with the money you have. Our goal is to help build a bridge between your means and what is most meaningful to you. Kyra Odat, senior branch office administrator, and I work with clients in a partnership built on mutual respect with a focus on what matters most to them and what we can control. Through our process-driven approach that utilizes investment consulting, wealth strategies and continuous management, we make a meaningful and significant difference in the lives of our clients. I attended the University of Texas in San Antonio and graduated magna cum laude with a bachelor\'s degree in finance and accounting. I then began my Edward Jones career in 2013 and in 2022, had the honor of becoming limited partner and general partner with our firm. In addition, I have received the AAMS® designation from the College for Financial Planning. I am an avid supporter of the Alzheimer\'s Association and their fight to end Alzheimer\'s. I currently volunteer through our local corporate campaign to raise awareness and funding, as well as lead a team during the annual Houston Walk to End Alzheimer\'s. My wife, Alisha, and I are happily married with three children, Logan, Demi and Aria. We enjoy being with family, the outdoors and traveling in our spare time. Relationships are the key to our success – Kyra and I are focused on you and your goals, and we pride ourselves in delivering a high-level of client service and an exceptional For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Oct 2014 — Present · Houston, TX, US
Education
The University of Texas at San Antonio
Bachelor of Business Administration
2009 — 2013
Skills
- Strategic Planning
- Wealth Transfer
- Asset Allocation Strategies
- Wealth Management
- Estate and Legacy Strategies
- Financial Assessment
- Asset Protection Strategies
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