Basic Information
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Company
Edward Jones -
Phone
2538391276 -
Mobile phone
4063662040 -
Email
dylan.whitcraft@edwardjones.com -
Describe How You Would Like To Be Introduced Via Email
I would like an email with the clients information and what might have prompted you to pass their information on to me. -
What is your "why"? Why do you do what you do?
I have a passion for helping people navigate unique situations. I come from a family of business owners and have helped them navigate their situation of selling their business to fund their retirement and my drive is to make sure people can retire without worry. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are you worried about retirement?
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Unique Selling Proposition
I spend a lot of time thinking outside the box and being extremely thorough to prepare for as many situations as I can for each and every client situation. I tend to gravitate towards clients with difficult situations and find unique ways to solve their problems. This does usually involve getting a team of experts in place. Most of my clients would say that I pay attention to all of the details and find what their underlying issues might be instead of just those on the surface. -
About me
I am a financial advisor that loves to dig into my clients deepest desires and help them accomplish their goals. When I am not following my passion of helping people, I am spending time with my wife and 3 year old boy. We try to get outside as much as possible no matter the weather and enjoy everything Washington has to offer. -
Profession
Financial Services -
Title
Financial Advisor -
Hobbies and interest
Camping, Hiking, Kayaking, Skiing, Golfing -
Website
https://www.edwardjones.com/us-en/financial-advisor/dylan-whitcraft
Contact Information
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City / Town
Federal Way -
State
WA -
Zip
98003 -
Country
United States -
Special offers to the group
Complementary planning for your business -
LinkedIn Profile
https://www.linkedin.com/in/dylan-whitcraft-17837731/
Education
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College / University
Montana State University - Bozeman -
Graduation Year
2011