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Sponsor(s)
Professional Bio
Danyell prides herself as serving as a passionate advocate for her private clients emphasizing a conservative, education-based approach to achieving life’s most important financial goals. Believing that no two individuals are alike, she takes care to understand an individual’s needs, objectives, and risk tolerance when creating a comprehensive financial plan to suit their needs. Danyell has over 15 years of progressive and diverse experience in finance including professional banking, finance, investment, and corporate strategic consulting. As a knowledgeable partner acting in a fiduciary capacity, she works to construct holistic financial plans with which to chart a detailed course for a bright and secure future. The result is a plan that is as dynamic, vibrant, and enduring as the lifetime of achievement it represents. Danyell holds both a series 7 and series 66 financial license and focuses on well-rounded financial planning, retirement planning, estate planning, and risk management services for private families, business owners, non-profit organizations, and high-net-worth individuals.
Company / Organization
Raymond James Financial, Inc.
https://www.raymondjames.com/
SIBF Member
Sponsor(s)
Janet Nichols
State
Florida
Class
2023
Network
SIBF
Business Status
Active
Industry
Finance
Countries with Strong Business Connections
Asia/China - product sourcing for Audenza, Britain/UK - luxury home goods retail as featured in Elle, Cosmopolitan, etc.
Education
University of Kansas
Personal Interests & Hobbies
Art, History, Literature
Spouse
Dr. Richard Munassi