Client Services Associate
Danielle demonstrates the knowledge, expertise, and skills required to provide our clients with exemplary customer service. Originally from New York City, she was introduced to the finance industry at an early age. Observing her mother build a career in banking helped strike a passion for Danielle, a passion to work with people and help with their finances. Her journey in the finance industry began with Goldman Sachs in New York City and over the past 10 years developed within personal banking. After many years of visiting family throughout southwest Florida, she relocated to North Port, FL to further her career with a specialized focus on the securities industry.