Danielle is usually the first person clients see or speak with when they visit or call Waldo Wealth Partners, so she is especially conscientious of the need for excellent client service.
Her duties include scheduling appointments, assisting clients with questions, coordinating correspondence and managing the practice. Danielle is comfortable juggling multiple duties in an organized fashion. She is also a Notary.*
Danielle joined Raymond James in 2014. Prior to this, she took time to raise a family after working at IBM as an Executive Assistant to VP North American Automotive Group for a decade.
When not in the office, Danielle enjoys cooking, counted cross-stitch, traveling, music, reading and spending time with family and friends. Danielle and her husband Tim have been married since 2000. They have two children, Nicholas and Colleen. She lives in West Bloomfield.
*Notary services are not provided by Raymond James
Raymond James is not affiliated with the above organizations and/or charitable causes.