Danielle is a Certified Financial Planner™ professional with nearly two decades of experience in the financial industry. Prior to joining Future U Financial, she was a Senior Business Manager at Merrill Lynch, where she oversaw a team of more than 10 financial professionals and in coordination provided wealth management and investment advice for over 500 client relationships ranging from individuals, business owners, C-suite executives, ultra-high net worth families, and institutional clients. 

Danielle believes every individual deserves financial education and guidance no matter their background or net worth. In partnering with Future U Financial, she aims to use an advice-only model to reach clients of all asset levels and financial needs. She has established herself as an innovative leader and advisor, and has consistently found success through effective communication, transparency, and a strong eye for details. She has earned the trust and admiration of her clients and peers alike.

Danielle earned her Bachelor’s of Business Administration from Hofstra University in New York. In her free time, she enjoys traveling, spending time with friends and family, and taking hikes with her dog, Whiskey.