Dionne Dailey
Financial Advisor
- Role
- Financial Advisor at Edward Jones
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Jan 2015 — Present · Dallas, TX, US
Education
Washington University in St. Louis
Master of Arts (M.A.)
2012
Washington University in St. Louis
Bachelor of Science (B.S.), Computer Science
1996 — 2000
Skills
- Portfolio & Retirement Plan Reviews
- Annuities
- Insurance: Permanent and Term Life, Long Term Care, Long Term Disability
- Individual Retirement Accounts: Traditional & Roth
- Business Retirement Plans: 401(K), Defined Benefit, Sep Ira, Simple Ira
- Education Savings
- Equity Investments
- Saving, Spending and Borrowing Solutions
- Fixed Income Investments
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