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Danielle Bily, CFP®, AAMS™, CRPS™

Danielle Bily, CFP®, AAMS™, CRPS™

Followers of Danielle Bily, CFP®, AAMS™, CRPS™1000 followers
location of Danielle Bily, CFP®, AAMS™, CRPS™Greater Houston

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  • Timeline

  • About me

    Financial Advisor at Edward Jones partnering with families and business owners to help grow, protect, and transfer wealth

  • Education

    • The University of Texas at Austin

      -
      Bachelor of Business Administration Corporate Finance, Accounting

      Activities and Societies: Alpha Delta Pi, Texas Cheerleading, Order of Omega

  • Experience

    • Edward Jones

      Jan 2009 - now

      • Financial Advisor

        Mar 2012 - now

      • Branch Office Administrator

        Jan 2009 - Mar 2012

  • Licenses & Certifications

    • Chartered Retirement Plan Specialist™ (CRPS™)

      College for Financial Planning
      Nov 2015

    • Accredited Asset Management Specialist™ (AAMS™)

      College for Financial Planning
      Jan 2015