Danielle Rich

Danielle strives to deliver a high-quality level of administrative and operational service to our clients. Always trying to be helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to help ensure they enjoy an extraordinary client experience.

Danielle also supports the business operations of our team, rebalances accounts and assists the financial advisors in reviewing accounts. She holds Series 6, 7, 63 and 66 securities licenses and North Carolina life and variable life/annuity licenses.

Her duties also include daily account trading, overseeing office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Before joining our team in June 2024, Danielle was a client associate at UBS Financial Services and a licensed personal banker at First Citizens Investors Services.

Originally from St. Louis, Missouri, Danielle has lived in Wilmington for the last ten years. In her free time, Danielle enjoys biking to the beach and lounging in her hammock.