Expertise
Danielle is an Associate Trust Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Danielle has expertise in financial planning, trust administration, and Social Security. She has over 10 years of experience in wealth management.
Experience
Prior to joining Northern Trust in 2024, Danielle worked at Legacy Trust for 8 years, where she served clients in a number of roles over the years including Client Services Associate and Wealth Planner. Prior to that, she worked at Irish Financial Partners as a Registered Sales Associate.
Community Involvement
Danielle serves as the Secretary of the Board of Directors for the Land Conservancy of West Michigan.
Joined Northern Trust
2024
Education
Bachelor of Arts in Spanish Language, Literature, and International Studies, University of Michigan.
Credentials
Certified Financial Planner® (CFP®) designation and Certified Trust and Fiduciary Advisor (CTFA™) designation.