Danielle joined our team after 10 years of working in the finance industry as the Assistant Branch Manager at Avidia Bank’s Westborough office. Prior to joining us, she passed The Securities Industry Essentials® (SIE) Exam. Danielle then decided to take her enthusiasm for helping people and became a Financial Advisor. She holds a Series 7 license, Series 66 license and a Life, Accident & Health Producer License. In addition, she also completed the LPL Financial Sales Training Program. She is passionate about empowering others to take control of and achieve their financial goals. We are truly excited and pleased to have her join our team.
In Danielle’s spare time, she enjoys spending time with family and friends, traveling and is also an avid skier.