Special to Iredell Free News

Steele Dailey has joined the local Edward Jones office of financial advisor Brian Sohovich as an associate financial advisor.

Steele Dailey

In this role, Dailey will help tailor and personalize their clients’ experiences on their path to achieving their financial goals.

“I look forward to working one on one with our clients to build and maintain the financial strategies that will help them reach their goals,” Dailey said. “I’m thankful to be part of an organization that puts the needs of its clients first and equips me with a capable, knowledgeable team.”

Associate financial advisors must obtain the required FINRA licenses and be insurance licensed in all states that the financial advisor in the branch is licensed. They must also complete all ongoing training offered by the firm and regulatory authorities and training required to maintain their licenses in good standing.

“Our world is becoming increasingly complex, and it’s important to me that we continue to expand our capabilities and capacity to most effectively serve our clients,” Sohovich said. “Having Steele in this new role will bring complementary skills to our branch team and expand our opportunities to make a difference in the lives of our clients. I look forward to working side by side with her to further tailor our services for the years to come.

Brian Sohovich’s office is located at 14 North Center Street, Suite 112, in Statesville.

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