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Danielle joined the Egidio Lennon team as a wealth advisor in 2024. She is also an Investment Adviser Representative of Commonwealth Financial Network®.
Danielle started in the industry as an intern in 2009 while also pursuing her bachelor’s degree in finance at Southern Connecticut State University in New Haven, CT. She obtained her Series 7 and 63 before graduating magna cum laude in 2011. She also has her Series 66 securities registration, life, accident and health insurance licenses, and is a CERTIFIED FINANCIAL PLANNER® practitioner.
With 15 years of experience prior to joining Egidio Lennon Wealth Management, she is passionate about forging strong client relationships and developing individualized financial plans for her clients. As a CFP® professional Danielle acts as a fiduciary asset manager in understanding her clients’ needs and goals to provide them the appropriate investment and insurance solutions. She enjoys helping her clients feel secure in their financial future and empowering them by sharing knowledge around financial and market concepts. Danielle often serves as the advisor to multiple generations within her clients’ family and feels it’s important to educate younger generations on building a strong financial foundation.
Danielle is originally from Rhode Island, she spent many years living on the shoreline in Branford and now resides in Wethersfield with her partner Kevin and their Bichon Frisés, Mimi and Luna. They enjoy traveling abroad, boating in the summer, and skiing in the winter. Mimi and Luna love to travel with them whenever possible! Danielle also loves to cook and entertain family and friends.