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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Dan King

What's important to you...is important to me! Throughout my personal and professional life I have connected with people and helped them achieve their goals by building long lasting relationships. When the opportunity was presented to join Edward...

ABOUT DAN

What's important to you...is important to me! Throughout my personal and professional life I have connected with people and helped them achieve their goals by building long lasting relationships. When the opportunity was presented to join Edward Jones, it was a natural transition.


As a husband and father of two I understand the challenges in navigating life, whether it is paying for education, preparing for retirement, or saving for important life events. It can be overwhelming.


Working with small businesses on many different levels has given me insight into the daily and long term obstacles that owners face. This experience allows me to provide value to your strategic business development.


I believe it’s important to invest time with you to understand what you’re working towards before you invest your money. We work closely with you and your CPA, attorney and other professionals, and we can help determine the most appropriate financial strategy for you, your family, and your business.


Planning for your financial future can be scary. But it all starts with a simple conversation about where you are and where you want to be. Let me help you take the first step towards your dreams.


To learn more information about me and my practice, visit www.edwardjones.com/us-en/financial-advisor/dan-king.

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