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Daniel Y

CFP®, Series 66

Wheeling, WV

Edward Jones

Daniel Young is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, Daniel serves on the board of the Wheeling Symphony Orchestra and participates on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 63, Series 66

Wheeling, WV

Edward Jones

Mael Glennon is a financial advisor at Edward Jones in Wheeling, WV, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Wealth management ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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