Role listed
Workman Wealth
AeroLeads people directory · profile
Danielle Workman Email & Phone Number
Retirement Specialist | Income Strategies | Financial Planning | Working with those who find themselves Suddenly Single
at
Workman Wealth
1 work email found
@morganstanley.com
2 phones found area 586 and 914
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Specialist | Income Strategies | Financial Planning | Working with those who find themselves Suddenly Single
Location
Southfield, Michigan, United States
Who is Danielle Workman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Danielle Workman is listed as Retirement Specialist | Income Strategies | Financial Planning | Working with those who find themselves Suddenly Single at Workman Wealth, based in Southfield, Michigan, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 586, 914, and a matched LinkedIn profile for Danielle Workman.
Danielle Workman previously worked as Private Wealth Advisor at Financial Center For Women and Investment Executive at Fifth Third Securities. Danielle Workman holds Pre-Med, Actuarial Science from University Of Michigan.
Company email context
Email format at Workman Wealth
This section adds company-level context without repeating Danielle Workman's masked contact details.
{first}.{last}@morganstanley.com
86% confidence
AeroLeads found 1 current-domain work email signal for Danielle Workman. Compare company email patterns before reaching out.
Profile bio
About Danielle Workman
You’ve heard the phrase, “When life gives you lemons, make lemonade.” When life handed me a bushel of lemons, I opened a lemonade stand. As a young widowed mother of three, business owner and ardent problem solver, I always had a knack for taking the ingredients life throws at you and turning them into something gourmet and delicious. I take this same approach as a financial planner. My mission is to help clients and their families to make sound financial decisions, guiding them toward continual financial success and the lives they desire.
Listed skills include Alternative Investments, College Education Planning, Financial Advisory, Income For Life, and 46 others.
Current workplace
Danielle Workman's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 30 years
Danielle Workman work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor
CurrentI believe that the financial planning process serves as the foundation upon which women and families grow their wealth and attain their financial goals and objectives.As a widow, I have a passion to help women gain confidence and provide the resources to overcome life’s challenges if they find themselves suddenly single.I am dedicated to helping my clients.
Dec 2019 - Present
Investment Executive
My personalized planning process always starts with a conversation. I want to learn what is important to you. Once I understand your needs, I can assist you with developing a comprehensive financial solution that may help to preserve and grow assets, protect your family as well as business interests and assist in creating the lifestyle you envision. Backed.
Dec 2017 - Dec 2019
Financial Advisor
We oversee the financial affairs for a select number of families and business owners.As a business owner, your personal wealth is inextricably linked to the financial health of your company. I understand the interplay between your business decisions and your future financial security. I can work with you to assess your business needs, identify risks and.
Apr 2014 - Dec 2017
Membership Manager
My goal is to help connect individuals and businesses with solutions. To accomplish this, I practice active referral networking. As Membership Manager of the Birmingham Bloomfield Chamber, I work to promote economic growth and development in the communities we serve, visit our website at www.bbcc.com for additional information about the Chamber.The.
Sep 2007 - Apr 2014
Business Development
Oswald Companies
I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.
Sep 2006 - Jun 2007
Account Executive
Underwriters Agency
I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.
Oct 2005 - Jun 2006
Private Client Services Niche Director
I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.
Jul 2002 - Oct 2005
Account Executive
I provide clients an array of risk management and insurance programs to protect their personal and business assets from legal issues and loss.
Dec 1992 - Jun 2002
Personal Shopper
Anyone who's ever seen me, knows I like to shop. Not everyone is wired this way, so why not hire it done. Did you know it doesn't cost you any more than the clothes you chose to purchase, but you get a personal stylist who helps you complete your wardrobe.
1996 - 1998
~2 yrs
3 education records
Danielle Workman education
Pre-Med, Actuarial Science
University Of Michigan
German College Prep - Stem Focus
Königin Mathilde Gymnasium
Education record
Okemos High School
FAQ
Frequently asked questions about Danielle Workman
Quick answers generated from the profile data available on this page.
What company does Danielle Workman work for?
Danielle Workman works for Workman Wealth.
What is Danielle Workman's role at Workman Wealth?
Danielle Workman is listed as Retirement Specialist | Income Strategies | Financial Planning | Working with those who find themselves Suddenly Single at Workman Wealth.
What is Danielle Workman's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Danielle Workman at Workman Wealth.
What is Danielle Workman's phone number?
AeroLeads has found 2 phone signal(s) with area code 586, 914 for Danielle Workman at Workman Wealth.
Where is Danielle Workman based?
Danielle Workman is based in Southfield, Michigan, United States while working with Workman Wealth.
What companies has Danielle Workman worked for?
Danielle Workman has worked for Workman Wealth, Financial Center For Women, Fifth Third Securities, Morgan Stanley, and Birmingham Bloomfield Chamber.
How can I contact Danielle Workman?
You can use AeroLeads to view verified contact signals for Danielle Workman at Workman Wealth, including work email, phone, and LinkedIn data when available.
What schools did Danielle Workman attend?
Danielle Workman holds Pre-Med, Actuarial Science from University Of Michigan.
What skills is Danielle Workman known for?
Danielle Workman is listed with skills including Alternative Investments, College Education Planning, Financial Advisory, Income For Life, Portfolio Optimization, Portfolio Performance Analysis, Modern Portfolio Theory, and Portfolio Assessment.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial