Danielle Gleason

Danielle joined Boston Harbor Wealth Advisors in July 2018 as Registered Client Service Associate. Before joining our team, she worked in similar roles for UBS Financial Services for 11 years and Allmerica Financial for seven years. Danielle’s extensive industry experience has allowed her to build a knowledge base that she utilizes each day to serve our clients best.

Because of her background, Danielle can provide clients with facts about our products and prepares them with potential questions to ask their advisor, based on their needs. Her understanding of the client and account processes allow her to execute her role effectively. Danielle works with clients on a wide variety of matters from opening accounts to processing trade orders and transferring of funds. She naturally gravitates toward taking on many responsibilities at once, which prepared her for the constant pace that her position requires.

Helping others has always been a top priority for Danielle, and she considers herself fortunate to work in a career where she can play a part in assisting others to establish financial stability.

Danielle is known for her friendly and professional demeanor as well as her prompt responsiveness.

Danielle holds Series 7 and 66 licenses.