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Outsmart the Scammers (Zoom Event)

Incidents of fraud are on the rise and scammer tactics are becoming complex. That's why it's important to educate yourself about fraud. This presentation will help give attendees the information they need to Outsmart the Scammers. During the presentation, we'll discuss how to spot certain red flags that may indicate a fraudulent encounter, resources individuals can turn to in the event they or a loved one are targeted, and steps attendees can take now to help protect themselves and loved ones.

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Danilise Diaz

Edward Jones | Financial Advisor

Passionate, devoted, warm-hearted, and results-driven professional. Keep on reading if you would like to learn more about my background, and find out why I love what I do.

Family plays a huge role in my life. As a child, I remember telling my parents that I want to be a business woman when I grew up. They supported my aspirations and pushed me to be the woman I am today. My parents, being from the Dominican Republic, have taught me the importance that our culture places on values such as family, community, and loyalty. We take care of others and hold our relationships close to our hearts. These principles translate into the work I do with my clients.

I am extremely passionate about helping other people and that is why I wanted to work at Edward Jones. The people I want to help most are hard-working professionals who have built a successful career. As someone who graduated as a first generation student, I believe I have a unique drive and dedication, which are qualities I also look for in my clients.

In my role I am able to help my clients work toward their long-term financial goals by leveraging my established process to understand what’s most important to them about their financial future. I’ve always wanted a job where I left a true impact on people’s lives, and now I can say I do. With my dream job, I get to meet new people all the time and find out ways I can add value to their lives and help to make their dreams become a reality.

I’ll leave you with a quote I live by: “You are the master of your destiny. You can influence, direct and control your own environment. You can make your life what you want it to be.” -Napoleon Hill

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