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Timothy E

Series 66

Lancaster, PA

Edward Jones

Timothy Everett is a financial advisor at Edward Jones in Lancaster, PA, holding a Series 66 credential with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Founder/Business Owner
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Daniel H

Series 66

Lancaster, PA

Edward Jones

Daniel Hair is a financial advisor with Edward Jones in Lancaster, PA. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he was involved with various councils of the Boy Scouts of America and worked at Millersville University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning Multi-generational wealth transfer Founder/Business Owner
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