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Danielle Valle Email & Phone Number

Director of Client Services

Location: Fairfield, Connecticut, United States 4 work roles 1 school

1 work email found @bmcplanning.com LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 86%

Role

Director of Client Services

Location

Fairfield, Connecticut, United States

Who is Danielle Valle? Overview

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Quick answer

Danielle Valle is listed as Director of Client Services based in Fairfield, Connecticut, United States. AeroLeads shows a work email signal at bmcplanning.com and a matched LinkedIn profile for Danielle Valle.

Danielle Valle previously worked as Director of Client Services at Berman Mcaleer, Llc and Client Service Associate at Berman Mcaleer, Llc. Danielle Valle holds Bachelor Of Arts (B.A.), English/Language Arts Teacher Education, Cum Laude from University Of Delaware.

Company email context

Email format at bmcplanning.com

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{first_initial}{last}@bmcplanning.com

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Profile bio

About Danielle Valle

As Director of Client Services, Danielle led the client service associate (CSA) team, overseeing the systems and operational processes required to ensure a smooth back office experience for Berman McAleer’s clients. As team liaison, she worked in conjunction with the firm’s executive management and technology teams providing critical logistical insight as processes change and the firm evolves. A dedicated CSA herself, Danielle enjoyed working directly with BMc clients, strengthening existing relationships and meeting new clients as they joined Berman McAleer.After beginning her career as a high school English teacher, Danielle made a career change to financial services where she spent the following four years supporting clients focused on retirement income planning. In 2016, she joined Berman McAleer as a CSA and was promoted to lead that team in 2019.A founding member of BMc’s Giving Initiative, Danielle took an active role in finding and coordinating volunteer activities for the company. She spearheaded BMc's work through Habitat for Humanity of the Chesapeake and continued to seek out opportunities where BMc could make a difference in the local community.

Listed skills include Fixed Annuities, Powerpoint, Facebook, Retirement Planning, and 7 others.

4 roles

Danielle Valle work experience

A career timeline built from the work history available for this profile.

Director Of Client Services

Berman Mcaleer, Llc

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-DisclosuresThis LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.http://www.finra.org/https://www.sipc.org/

Sep 2019 - Apr 2021

Client Service Associate

Berman Mcaleer, Llc

Baltimore, Maryland Area

Feb 2016 - Sep 2019

Financial Representative

Everest Wealth Management, Inc.

Baltimore, Md

Jun 2012 - Feb 2016

English Teacher

Smyrna High School

Smyrna, De

Aug 2008 - Aug 2012

1 education record

Danielle Valle education

University Of Delaware

Cum Laude

FAQ

Frequently asked questions about Danielle Valle

Quick answers generated from the profile data available on this page.

What is Danielle Valle's role at their current company?

Danielle Valle is listed as Director of Client Services.

What is Danielle Valle's email address?

AeroLeads has found 1 work email signal at @bmcplanning.com for Danielle Valle.

Where is Danielle Valle based?

Danielle Valle is based in Fairfield, Connecticut, United States.

What companies has Danielle Valle worked for?

Danielle Valle has worked for Berman Mcaleer, Llc, Everest Wealth Management, Inc., and Smyrna High School.

How can I contact Danielle Valle?

You can use AeroLeads to view verified contact signals for Danielle Valle, including work email, phone, and LinkedIn data when available.

What schools did Danielle Valle attend?

Danielle Valle holds Bachelor Of Arts (B.A.), English/Language Arts Teacher Education, Cum Laude from University Of Delaware.

What skills is Danielle Valle known for?

Danielle Valle is listed with skills including Fixed Annuities, Powerpoint, Facebook, Retirement Planning, Microsoft Excel, Retirement, Life Insurance, and Microsoft Office.

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