Danielle Lee

Danielle Lee

Senior Registered Client Associate

Phone: 925-253-4305
E-mail:
 

Any day of the week, you can find Danielle helping one client execute a trade, another change a beneficiary and yet another confirm the balance on his or her account.  Throughout her career, she has helped financial advisors put financial decisions into effect for their clients.  "Once I know what the decision is, I help them carry it out.  My priority is anticipating needs," she says.  

Danielle comes to us with over 12 years of experience in the business – having worked for Merrill Lynch, Morgan Stanley and Wells Fargo Advisors.  

Danielle holds Series 7 and Series 66 sercurities registrations to sell securities in the state of California.

On the personal side...

Danielle lives with her husband in Claremont where they lead a very active life.  They enjoy hiking (climbed Half Dome twice), skiing, golf and dance, as well as traveling all over the world.   She also is skilled at interior design, and does projects for friends and family.