It was the spring of my 8th grade year when my father asked me if I was planning on purchasing a car to drive when I turned 16. I let him know that it was indeed the plan. He went on to say that since I was 14, I better line up a job in order to start saving to accomplish my goal. I started a job as a clerk in a grocery store earning minimum wage. Each week, I would deposit my check at the local bank. It wasn't always easy to turn down invitations to social obligations to go to work, but after two years, I had enough money to pay for half of a (very old) neon green Honda Civic. My parents loaned me the rest until I earned enough to pay them back.
Through this experience and others, I learned the value of planning for and saving for something that was important to me. This has helped inspire me to help others accomplish their own personal goals. For over 14 years, I have been assisting clients as they transition to retirement, as well as those who have already retired. Another area of focus is helping single women following a divorce, loss of a spouse or single by choice.
In 2004, I followed my passion, as well as my father's footsteps, and began my career with Edward Jones. I graduated from DePaul University in Chicago with a degree in finance. I am Series 7 and Series 66 registered. I have also earned the AAMS® and CRPC™ designation from the College for Financial Planning and am insurance licensed.
Outside of serving client families, I have served in numerous volunteer leadership positions to assist our new financial advisors during my tenure here. I graciously accepted an invitation to become a partner of the firm in 2014. I am supported by my two dedicated administrators, Erika Hamlin and Tricia Vicenzi, who are essential to delivering a meaningful client experience in my branch.
I live in Winfield with my husband, Ryan, and my two young sons. I have served on the Wheaton Chamber of Commerce Board of Directors and as an advocate for foster children (CASA of DuPage). Outside of work, I enjoy traveling, yoga and family time.
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Charitable Giving
- Divorce Finances
- LGBT Finances
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberDanielle F Marshall at (630) 653-5701
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