Daniel Huse
Senior Client Service ManagerDanny helps us maintain the dedicated and focused service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always his greatest priority.
Danny plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. He manages a wide array of duties, including handling service requests and assisting with our team’s marketing efforts.Personable and detail-oriented, he strives to ensure clients receive timely and thorough responses to each of their requests and is committed to providing a quality client experience while helping advisors do the best job possible.
Before joining our team in June 2023, Danny was a registered client associate at Merrill Lynch Wealth Management. He earned a bachelor’s degree in personal finance from University of Phoenix.
Originally from Northern Virginia, Danny lives in the Philadelphia area with his wife and child.
