Dan Terry

About Dan Terry

As an advisor, it\'s important to invest my time to understand what you\'re working towards before investing your money. Once I understand your goals, we\'ll create tailored strategies to help you reach those goals, and we\'ll revisit those strategies periodically to ensure you\'re on track. I\'ll also partner with your tax professional and estate attorney, to ensure we\'ve created a complete financial picture. We will create a lifelong partnership with you and help you achieve and exceed your long-term goals. I strongly believe that working with our team could change your life. My office administrator, Sue, provides our clients with the highest level of service and care. Although we make a great team, we don’t do this alone. Thousands of people in our home office help us to support you so you receive the most current and comprehensive guidance. Prior to coming to Edward Jones, I was a CPA (inactive). I decided to make a career change because along with my love of numbers, I have a passion for building relationships and serving others. This career has given me the opportunity to fulfill those passions by making a meaningful difference in my clients\' lives. Although it\'s many years from now, I will someday be an Edward Jones retiree. My office is located at the intersection of Bunker Lake Blvd and Crosstown Dr. There\'s a strong chance you\'ll see me in the area volunteering with the Ramsey Lions or at one of the local fairs in an Edward Jones booth.When I\'m not at work, you\'ll most likely find me either out on a disc golf course or at home with my wife, Laura, and our 2 children, Sam, and Katelyn. I also enjoy pool, music, cooking, and camping.Now I want to learn about you! Contact me for a 15-minute introduction call. If you see value in continuing the conversation, we can schedule a WebEx, Zoom, or in person meeting. 76••••••40 or instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Aug 2020 — Present · Minneapolis-St. Paul, MN, US

   Founded in 1922, we are a full-service brokerage firm and a private partnership – a structure that we believe gives us the independence to make long-term decisions that are in the best interests of our clients and associates, without the pressures publicly traded companies face to meet short-term earnings forecasts.

Education

• Anoka-Ramsey Community College

  Associate of Arts (A.A.) - Magna Cum Laude

  2008 — 2011