The Professional Me
Danielle joined Planned Financial Services (PFS) in 2022 as a wealth advisor to help simplify the lives of high-net-worth families and business owners. She plays an integral role in supporting the firm’s team of wealth advisors and client liaisons in developing customized financial strategies in areas including retirement, investment, estate, tax, insurance and business exit planning.
Prior to joining PFS, Danielle was a Private Client Associate at Bernstein Private Wealth Management, a division of Alliance Bernstein. Before that, she was a Senior Client Operations Representative at The Bank of New York Mellon Corporation, commonly known as BNY Mellon, and a Personal Banker at PNC Bank. Her strong background in financial services and the wealth management sector, in particular, has enabled her to bring unique insight and perspective to serving our clients’ complex needs as they pursue their desired Return on Life®.
Danielle received her Bachelor of Science in Business Management from Franciscan University of Steubenville, Ohio in 2017.
The Personal Me
Born in Columbus, Ohio, Danielle grew up just outside of the city in the village of Centerburg, known as the “Heart of Ohio,” due to its geographic location at the center of the state. The second oldest of five children, Danielle enjoys spending time back in the Columbus area, visiting with her siblings and two young nieces.
Growing up in a large family helped Danielle realize the importance of resilience, helping others and maintaining a positive attitude. She credits her ongoing focus on self-improvement and personal growth to her faith and family.
While central Ohio will always have a place in her heart, she’s enjoying living and working in Cleveland with its lively art and music venues, hiking trails and water access for boating and kayaking. She also enjoys painting, playing golf, traveling and spending time with her boyfriend, Tom.
Little known fact: Danielle has always enjoyed the outdoors and being active. Before pursuing a career in finance, she was a personal trainer.
Phone: 440.740.0130 x230
Email: Danielle@PlannedFinancial.comSend a Message