Danielle joined Merrill in 1995 and she is a Managing Director, Private Wealth Manager. Danielle's main focus is working with individuals and families to plan for the years ahead. She meets regularly with clients to update their financial objectives, identify new goals, and design strategies to invest their wealth to help meet future priorities. Danielle also works closely with financial intermediaries, such as clients' business managers, CPA’s and attorneys, to coordinate tax and estate planning services as well as better understand the complexities of each client. She earned her bachelor's degree from the University of San Diego. Danielle and her husband, Steve, have four children and reside in Cheviot Hills. Outside of work she is passionate about education.

 

Merrill Life Agency's California License Number 0522776.

 

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.