Daniel Edwards

About Daniel Edwards

I help clients create a clear, personalized path to retirement—one that goes beyond the…

Experience

1. Sr Wealth Advisor

   Carson Wealth

   Apr 2021 — Present · 2324 Cheek-Sparger Road, US

   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 ‘Contact Info’ section above). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

Education

• The University of Texas at Arlington

  B.A., Political Science, Finance

  2003 — 2007

Skills

• Finance
• Banking
• Home Equity Lines of Credit
• Financial Reporting
• Mortgage Banking
• Leadership
• Corporate Finance
• Financial Analysis
• Consumer Lending
• Sales
• Refinance
• Home Improvement
• Forecasting
• Loans
• Residential Mortgages
• Credit Analysis
• Branch Banking
• Mortgage Lending
• New Business Development
• Home Equity Loans
• Small Business Lending
• Deposits
• Private Banking
• Commercial Lending
• Loan Origination
• Credit
• Retail Banking