• Danielle Page, CFP®

    Managing Director

    Senior Vice President, Investments

For Danielle Page, the best part of her job isn’t leading a thriving financial services firm. It’s helping clients pursue their dreams – and she’s been doing it since 1983.

Say “Yes” to Success

I love helping people to visualize their goals and figure out what they’re capable of achieving. Working with them when they’ve succeeded, and being able to say, “Look at all that you’ve accomplished. Look how good it feels to realize that you made it.” Being able to say, “Yes, you really can obtain that goal. Yes, you really can get all three kids through college. Yes, you really can retire and have enough money to live and do the traveling you want to do.”

In many ways, the road to financial security is similar to the passion for travel Danielle shares with her husband Marc.

A World of Options

We enjoy exploring, whether it’s American cities like New York or Washington D.C., or new countries like Italy and Portugal. This past year we were in Scotland. We’ll think, “Wow, this place is fantastic,” but the next place we go, we say, “This is really cool, too!” We walk, sometimes 12-15 miles a day, just to check out little restaurants or discover special places. So while we always know our destination, we leave room for serendipity, too.

Like travel, personal wealth starts with a vision and a plan, whether it’s buying a home, saving for college, or investing for retirement.

It’s Never Too Early – or Too Late

When I was a girl, I had a 75-cent allowance, which taught me how to save and spend money. Then, when I was in seventh or eighth grade, a math teacher encouraged us to view math as something relevant to real life, so I wrote a paper on how to use math to invest in stocks. But my real financial career began with an internship at my father’s office when I was 21. Dad changed careers when he was in his 40s to become a financial advisor. It was inspiring to see how much he enjoyed working with people and how much they loved working with him.

With over 35 years of financial expertise, Danielle offers clients customized strategies designed to avoid their greatest fear: running out of money.

Don’t Fear the Future. Plan for It.

At the Page Group, we plan cushions for bad markets and strategies to help protect clients in other ways so they don’t get fazed by market fluctuations. Time is your biggest asset. If you get things right when you have a little bit of money and a lot of time, you have a much greater chance of success, whether you’re earning $1,000 a year or $1 million.

A wife, mother and grandmother, Danielle knows that money can’t buy happiness – but it can provide reassurance through life’s twist and turns. That’s a gift she enjoys sharing with her clients and her community.

Giving Back

In addition to the many worthy causes our firm supports, I’m on the board of the Women’s Leadership Alliance and I’m active with Funding the Future, a financial literacy group that teaches high school kids how to manage their money. Educating the younger generation – that’s a passion for me.

Guilty Pleasure

Chocolate. Raspberry or huckleberry dark chocolate.

Childhood Dreams

At various times, I wanted to be a veterinarian, archaeologist, or run a health store. I think my interest in helping others achieve their dreams is why I focus on financial health and well-being.

Background (OR) Danielle 411, if you want to be less formal)

Danielle is a Certified Financial Planner® and an Investment Management Consultant – a designation awarded to those who complete the Raymond James Institute of Investment Management Consulting program. She earned her B.S. from the University of Delaware and resides in Jenkintown, Pennsylvania, where she enjoys gardening, yoga and spending time with her family, including her beloved Rottweiler, Roxy.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design 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.