Edward Jones
Financial Advisors
· Lexington, VA
Published in partnership with Edward Jones - Financial Advisor: Dan Vance
Book online anytime
Dan Vance is a Financial Advisor with Edward Jones in Lexington, VA, specializing in retirement income strategies, estate and legacy planning, charitable giving, portfolio reviews, and special needs financial considerations. With a focus on personalized service and comprehensive financial planning, Dan works with clients to develop strategies tailored to their individual circumstances and life goals.
Best for: Retirees planning income strategies, clients with complex estates or charitable goals, families with special needs members, investors seeking comprehensive portfolio reviews
Service area: Lexington, VA and surrounding areas
Specialized Focus Areas: Dan offers expertise in estate and legacy strategies, special needs financial planning, and charitable giving — areas that require specialized knowledge beyond basic investment management.
Flexible Meeting Options: Available for evening and weekend consultations, with web conferencing capabilities for clients who prefer remote meetings alongside in-person appointments.
Book online: Book Online Now →
Phone: (540) 463-1999
Address: 22 W Washington St, Lexington, VA 24450 (Get directions)
Website: edwardjones.com