Danielle R. Email & Phone Number

Recent graduate from Bradley University. I’ve held 2 internships at the Peoria Morgan Stanley before accepting my latest role as a Branch Analyst in June of 2023. As a Branch Analyst, I spend 2 years developing skills and rotating through various business departments to gain more insight into wealth management. I have experience with service/operations, risk management, cash management, financial planning, business development and I have helped dozens of financial advisory teams across the Illinois-Central Indiana market. My projects have ranged from client account servicing, market research, data analytics, financial planning, and developing initiatives to bring in assets to the firm. At the end of this program I hope to join a financial advisor team as a wealth management associate before transitioning to a financial advisor associate program. I have my series 7 and 66 in addition to my IL life insurance license. I am currently looking to obtain my Financial Planning Specialist certificate too. My goal is to help as many families as I can to better understand their finances, their goals, and how to best achieve them.