Danielle has been providing investment advice and financial planning to individuals and small businesses for over 15 years. A native Floridian, she earned her bachelor's degree in International Relations and Business Administration from Rollins College in Winter Park, FL.
She began her career providing fixed income and mutual fund advice to clients nationwide with Waterhouse Securities which later became TD Ameritrade. However, she now enjoys a more comprehensive approach which allows her to get to know more in depth her clients and their financial situation. Danielle has been affiliated with Raymond James & Associates, Inc. in Orlando, Florida since 2007.
In order to remain well informed, Danielle takes advantage of the opportunity to educate herself and in turn her clients whenever possible. Through the University of Central Florida, she completed coursework for the Financial Planning Certificate Program and achieved the CERTIFIED FINANCIAL PLANNER™ certification in 2008. She also attends exclusive courses offered by Raymond James, including "Financial Planning for Small Businesses," the "Advanced Retirement Institute" seminar and attended the invitation only, "Advanced Estate Planning" series in 2011.
Danielle is committed to being knowledgeable about her community as well and as such was selected to participate in Orange County Public School's Leadership Orange in 2012 and the Jerome J. Bornstein Leadership Program in 2014.
Additionally, Danielle has been featured on Central Florida News 13 giving professional commentary on market volatility and personal finance. She has been a featured speaker at various civic meetings helping to educate people about how to best prepare for their financial future.
Danielle believes strongly in giving back to the community and contributes to several Central Florida charities. As a former Rotarian, Danielle is a past president of The Rotary Club of Orlando and also served on the Investment Committee for the Rotary Club of Orlando Foundation. Currently, she serves on the Board of Directors and the Executive Committee of the Jewish Federation of Greater Orlando and was their past Treasurer. She also is a Trustee for the TOP Foundation.
Danielle loves to cook, being outdoors in the beautiful Florida weather and spending time with her husband and children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.