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 events for 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 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 and through retirement. 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™ designations from the College for Financial Planning® and am insurance licensed.
Outside of serving client families, I have served the firm in numerous leadership positions at Edward Jones relating to training and mentoring fellow financial advisors, as well as assisting with our diverse, equity and inclusion efforts. I became a limited partner of the firm in 2014. In 2022 I was invited to attend the Forbes/SHOOK Next-Gen Advisor Summit.
I am supported by my two dedicated branch office administrators, Erika Hamlin and Tricia Vicenzi, who are essential to delivering a meaningful client experience to our clients. They ensure our service is second to none.
I live in Winfield with my husband, Ryan, and my two sons. I have served on the Wheaton Chamber of Commerce Board of Directors and as an advocate for foster children (CASA of DuPage) in which I now serve on their board. Outside of work, I enjoy traveling, yoga and family time.
Please connect with me at [email protected] or by phone at (630) 653-5701. I am happy to meet via web conference or in person.
- 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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