Edward Jones - Financial Advisor: Dan Shealy, AAMS®

Kristine Pappas

In 1998 my first husband died from pancreatic cancer. We fortunately had the time, before his death, to set up a financial plan for how I would be taken care of using social security benefits, 401K, and life insurance policies that would need to be cashed out and invested. Dan Shealy was part of a team of men who helped us and then me to maneuver through those very confusing and difficult waters. All of these years since, Dan has been there for me and has made every transition as smooth as possible given the circumstances. He is honest, and I believe his wisdom and experience in what he brings to the investment and financial planning table is worth your trust. It is hard to find real men of integrity these days but Dan has been, and I believe will continue to be, an admirable advocate for anyone looking for this kind of service.

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