Danielle is a Vice President, Financial Advisor, and Retirement Income Certified Professional. She has over 30 years of industry experience, all with Morgan Stanley. Her practice is focused on servicing the needs of families, pensions, foundations, and individuals. The primary goal is to deliver a broad range of wealth management solutions, uniquely designed to help preserve and grow their wealth. Danielle strives to develop personal connections, and is dedicated to deeply understanding her clients financial position and objectives. She takes pride in building long standing relationships, and many have grown to cover multi-generations. Danielle has provided support and advice to her clients through all of lifes stages; from planning for new additions to the passing of loved ones. A comprehensive wealth management process is utilized to develop actionable plans tailored to individual situations. Her extensive experience combined with Morgan Stanleys vast resources enable Danielle to assist her clients with almost every facet of financial services including investment management, retirement planning, insurance, cash management, legacy, philanthropy, and education planning. Danielle takes pride in structuring thoughtful plans where her clients are well-positioned for the future. She often coordinates with her clients attorneys and accountants. Plans are vigilantly monitored and meetings are scheduled to appraise goals and progress. Danielle lives with her husband Terry in Shelburne, and has two grown children. She is an avid beekeeper, gardener and skier. She is a former board member and volunteer for Cancer Patient Support Foundation. A non-profit organization that serves Vermont cancer patients and their families by providing financial assistance and support during diagnosis, treatment and recovery.