Danielle Jeffcoat, Financial Advisor located in Bluffton, SC

Financial Advisor
Danielle B Jeffcoat

CFP®, AAMS®
152 State Street Suite 101, Bluffton, SC 29910opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Women Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Spending Time with Family
  • Active Lifestyle
  • Fine Dining
  • Cooking

Team Members

  • Bethany Clayton
    Sr. Branch Office Administrator
    FPQP®
  • Rebecca Carlock
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(843) 815-4054

Fax

(877) 904-4746

Office Address

152 State Street Suite 101
Bluffton, SC 29910opens in a new window

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