Wealth Strategies Partner

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Danielle Spence

Danielle Spence

Wealth Advisor
danielle@wealthstrategiespartners.com


Danielle is a Wealth Advisor with Raymond James Financial Services. In this role, Danielle focuses on building the practice’s relationships and providing comprehensive, tailored wealth management solutions to its high-net-worth clients.

Spence brings nearly two decades of financial industry experience to the company. Prior to joining WSP, she served as a Vice President of Private Banking at ServisFirst Bank and provided comprehensive, personalized banking services to individuals with significant high-net-worth relationships.

She has extensive trust and investment management expertise as well as commercial banking and lending experience. She holds the Series 7 General Securities Representative license and certification by the American Bankers Association as a Certified Trust and Financial Advisor.

Danielle earned her bachelor’s degree in management at Morehead State University and her Master of Business Administration at Xavier University.

A leader in the community, Danielle currently serves as a board member with the Board of Directors for Women in Numbers and Family Affair Ministries. She is also a graduate of Young Leaders Council.

Raymond James is not affiliated with any of the organizations listed above.

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