Daniel Edwards

Senior Wealth Advisor

Meet Daniel

Daniel Edwards is a Senior Wealth Advisor based in Bedford, Texas.

Daniel is a Senior Wealth Advisor with over 27 years of experience in the financial services industry. His career spans across several reputable firms in the financial sector. A graduate from the University of Texas at Arlington, he received a Bachelor of Arts in Political Science.

Daniel guides high-net-worth individuals, families, and institutions as they pursue their financial goals. He specializes in wealth management, retirement planning, estate planning, and tax-efficient strategies.

Outside of the office, Daniel enjoys spending time with his wife Heather and their two children Braylon and Madison.

 

The way we do anything is the way we do everything.
Martha Beck

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 5 years financial industry experience
  • 3 years with Carson Wealth
Education
  • BA from the University of Texas - Arlington
The way we do anything is the way we do everything.
Martha Beck

Carson Wealth

2324 Cheek-Sparger Road
Bedford, TX 76021
(817) 952-7260

Area of Focus

  • Pointer Image Private Client