Danielle Edwards, Client Service Associate

Danielle Edwards

Danielle strives to provide customer service so exceptional that clients are happy to refer others to Davis & McKinzey Wealth Management. She is usually the first person you see when you visit the firm, and clients appreciate her upbeat demeanor. In addition to ensuring that clients’ needs are met, she helps them understand how their financial plans work.

Danielle began her career in the financial services industry in 1990 at A.G. Edwards and then moved to Morgan Stanley, where she teamed up with Kyle Davis. In 2007, she came with Kyle to Morgan Keegan, which is now Raymond James.

Danielle teaches Sunday school at her family’s church. She and her husband, Robert, have one child and live in Sugar Hill.

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