Attracted by the prospect of working with individuals to help them make wise investment decisions, Danielle entered the financial services industry in 1983, and became a financial advisor in 1984. It was then that she first teamed up with her father, George, and her focus has remained on putting her clients' needs first ever since.
As an Investment Management Consultant* and registered investment advisor representative, Danielle strives to optimize market conditions by identifying and aligning opportunities with her clients' objectives. Among her goals for her clients is to act as a thorough investment manager, continuously tracking the progress of their portfolios so they're free to spend more time attending to other important aspects of their lives.
Danielle resides in Jenkintown, Pennsylvania, fewer than two miles from the office, and has two children, Nolan and Madison. In her spare time, Danielle enjoys working in her garden, playing with her dogs, practicing yoga, and visiting and experiencing new places around the world with her "honey" Marc.*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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.