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Daniel K

Series 66

Brigham City, UT

Edward Jones

Daniel Kennedy is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 license and 11 years of industry experience, all of which has been with Edward Jones since 2015. Outside of finance, he is a co-owner of Kennedy Voice Studio, a voice teaching business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, with a nationwide network of approximately 23,701 advisors and $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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David O

Series 66

Brigham City, UT

Edward Jones

David Owen is a financial advisor at Edward Jones in Brigham City, UT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Northrop Grumman Corporation and America First Credit Union. Outside of his advisory role, Owen serves as an Equal Opportunity Advisor with the Utah Air National Guard and is president of the Northern Utah Buzz, a local business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hilary W

Series 66

Brigham City, UT

Edward Jones

Hilary Wood is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked in education with the Box Elder School District and in the hospitality industry at Idle Isle Cafe. She is also listed as a part owner of a construction business, Wood Electrical, although she does not perform work or receive compensation there. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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