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.