State Farm Investment Management
28yrs
Top advisor by experience in Villa Rica
12yrs
Tracy McDaniel
Financial advisor at Edward Jones
Based in Villa Rica, Georgia, Tracy McDaniel is a fiduciary financial advisor with 12 years of industry experience. Tracy joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 9 advisors with offices in Villa Rica, and one of 9 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 55% of advisors at Edward Jones
Office921 Moores Ferry Rd Suite B, Villa Rica, GA 30180
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
Contact Tracy
Local office(770) 462-1333Ask for Tracy. (314) 515-2000Main office · St. Louis, MO 921 Moores Ferry Rd Suite BVilla Rica, GA 30180Office · Get directions
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Questions to ask Tracy
Tailored to Tracy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tracy
How do I contact Tracy?
Call Tracy’s local office at (770) 462-1333 or the Edward Jones main office at (314) 515-2000, and ask for Tracy McDaniel.
How long has Tracy been a financial advisor?
Tracy has been in the industry since 2015, about 12 years. More experience than 55% of advisors at Edward Jones.
What licenses does Tracy hold?
Series 66. Tap any license on this page to see what it allows.
Is Tracy a fiduciary?
Tracy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracy paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Tracy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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