Dannelle Ward Email & Phone Number

I am one of the founding partners of Acropolis Investment Management, LLC and have over 20 years of experience in the financial services industry. In my role at Acropolis I advise high net worth individuals and their families on their investments and many other financial matters including their estate planning needs, risk management, tax efficiency, retirement planning, and income and cash-flow management. I am also the firm’s Chief Compliance Officer. Prior to founding Acropolis in 2000, I spent ten years at Mark Twain Bank. I began my career there in 1990 as an internal auditor and went on join the Capital Markets where I was a Vice President and Assistant Managing Director in the Institutional Fixed Income Group until I left to start Acropolis.Acropolis is an investment management firm that is well grounded in both academic theory and real world experience. As wealth management professionals, we invest in our clients’ interests first and foremost. Through outstanding service, sound advice and exceptional results we build personal relationships that last a lifetime. We value integrity and honest advice above all else, and we practice what we preach. This means we invest alongside our clients, using the same securities and strategies as those we recommend. This keeps us keenly aware of the risks and opportunities.Learn more at our website: http://acrinv.comFollow Acropolis on LinkedIn: https://goo.gl/jxEZWg

Listed skills include Investment Management, High Net Worth Individuals, Investment Advisory, Financial Services, and 19 others.

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  University Of Missouri-Saint Louis

  Accounting And Economics