Danielle Berz, LPL Financial Rising Star
We are pleased to announce that our very own Danielle Berz, Senior Client Relationship Manager and Divorce Planning Coordinator, has received a very high honor, having been selected as a “Rising Star” at LPL Financial to attend the Women Advisors Leaders Forum in October. Danielle will attend the forum in October in Scottsdale, Arizona, along with other “Rising Star” female from across the United States.
Danielle is, indeed, a rising star in our firm. Her talent and capabilities are apparent and have been proven time and again through her successful background and track record. Graduating from the University of Washington in 2008, Danielle began her career in wealth management in the UBS training program. She stayed at UBS for 5 years in Tacoma, Washington, where she eventually grew to be a successful advisor in her own right.
Danielle has been with us at Brown and Company for more than 5 years now. She is one of our senior people (even at the young age of 31), working day-to-day assisting the advisor on all aspects of financial planning and wealth management. She is one of our best associates and is an integral part of business. Danielle holds the CFP (Certified Financial Planner) designation, along with the Certified Divorce Financial Analyst (CDFA) designation.
Danielle is committed to growth. Through her excellent client service, she was won the loyalty and trust of several families. But she has also demonstrated her commitment to growth through education and professional licensing. Not only does Danielle hold the CFP designation, but she recently acquired the Certified Divorce Financial Analyst (CDFA) designation as well. Danielle has made a point to focus on helping women, and in this case divorced women.
Danielle’s commitment to growth goes beyond just professional time in the office. She is working hard at building her reputation, and network, by giving back through volunteer work in our community. She is a volunteer for CWEE here in Colorado, also known as the Center for Work Education and Employment. It is a non-profit designed to deliver financial and life skills to people in poverty. We applaud her volunteer work as another way she is dedicated to her craft.
Congratulations to Danielle on this very significant recognition!