Dana Leary



Edward Jones Investments, Downtown Milledgeville

478.453.9421 | dana.leary@edwardjones.com


My business: I am a financial advisor with Edward Jones Investments, located in Downtown Milledgeville.

My mission: I want to understand what is most important to you. I will use an established process to build personalized strategies based on your goals and risk tolerance to help you achieve your financial goals. My team and I will partner with you throughout your life to help keep you on track.

My strengths: My team and I work very hard to give our clients the personal service they deserve when it comes to planning their financial future. Whether retired or thinking about retirement, I believe in a thoughtful, straightforward investment philosophy - long term investing with an emphasis on quality and diversification of assets.

How have you risen to the challenges of COVID-19: I am very fortunate to work for a firm, Edward Jones, that took action early on in the pandemic to ensure that my team and I were provided the tools and resources that allow us to continue to provide excellent customer service in a safe and effective manner.

What is your favorite pastime: I love to travel (on hold for now!) I play pickle ball and tennis. Because of the pandemic, I have recently got back into painting (oil, cold wax, acrylics) something I have not done in years. I will also look forward to being able to spend more time with family and friends.

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Get in touch

Phone: 706-454-1290

Email: lynn@lakelife.today

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