Houston, TX Westheimer Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

5718 Westheimer Suite 1425

Houston TX 77057

Advisors at this office

2

Advisors at this office

Dat D

ChFC®, Series 66

Houston, TX

Edward Jones

Dat Dao is a financial advisor at Edward Jones in Houston, TX, with 17 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory role, Dao volunteers with the Sam Houston Area Council of the Boy Scouts of America, where he teaches the Personal Management Merit Badge and serves on several district committees. 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 strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

Zachary D

Series 66

Houston, TX

Edward Jones

Zachary Dao is a financial advisor with Edward Jones in Houston, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at EAI Technologies, Inc. and has experience in education and healthcare sectors, including roles at KIPP Sunnyside High School and Baylor College of Medicine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional
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