Chief Compliance Officer & Financial Planner
Danielle attended the University of North Carolina at Wilmington and graduated in 2008 with a Bachelor of Science Degree with concentration in Accounting from Cameron School of Business. She began her career with The Vanguard Group in Charlotte, as a licensed registered representative, relationship manager. She was nominated and later chosen for an exclusive internship with the Asset Management Services Group. She currently holds the series 6, 63 and 65 licenses. Danielle is instrumental in the management of client accounts and serves as a liaison between clients and their advisors. She coordinates clients' requests with the senior wealth managers and tax advisors to ensure they are taken care of accurately and in a timely manner. As a Financial Planner, Danielle gathers and analyzes client information and creates tailored performance reports used in the comprehensive financial plans. She also works closely with the wealth managers helping to implement the financial plans and advice given to clients.
Email Danielle at email@example.com
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