Dylan Price
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Charitable giving & philanthropy
Retirement income strategy
Multi-generational wealth transfer
Business ownership considerations
Wealth management
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2016 - Present (10 years)
State Farm
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Nathan Z
CFP®, Series 66
Springfield, MO
Edward Jones
Kyle N
CFP®, Series 66
Republic, MO
Edward Jones
Dana N
Series 63, Series 65
Springfield, MO
Merrill
Dana Nelson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Dana joined the Springfield, Missouri Merrill office in 1986 and works with clients to understand their investment objectives and involvement preferences. Dana collaborates with clients to develop strategies that align with their mindset, approach, and investment goals, utilizing the resources of Merrill Lynch Wealth Management and Bank of America for investment, banking, and lending services. Dana holds a Bachelor's degree in Accounting from Missouri State University, earned in 1997. Dana has earned the Certified Investment Management Analyst® (CIMA®) designation since 2002 and the Chartered Retirement Planning Counselor™ (CRPC™) designation since 2013. Additionally, Dana holds the Personal Investment Advisor (PIA) credential. Dana contributes to the community through involvement with Crosslines and King's Way United Methodist Church.
Jason F
Series 66
Springfield, MO
Edward Jones
Justin H
Series 66
Springfield, MO
Edward Jones
Kelly N
CFP®, Series 66
Republic, MO
Edward Jones
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