Danielle provides holistic wealth management services to help local families and businesses strive to grow and preserve their wealth. She gets to know each client to fully understand their financial goals and concerns. Then she customizes a plan to address their specific needs regarding investments, life insurance, family finances, retirement and estate planning. Danielle was chosen as a Five Star Wealth Manager in 2018 & 2019.*

Danielle joined the Webster team in 2009. She received her Bachelor of Science degree in Finance from Southern Connecticut State University. She is also a Certified Financial Planner™.

Danielle’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 65, LIFE & HEALTH

* The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2018 & 2019 Five Star Wealth Managers.