Danielle Nicholas

Client Services Coordinator

Danielle has nearly five years of experience in the financial industry, with a strong background in client services, operations, and new business. Currently serving as a Client Services Coordinator on the New Business Team, she brings dedication and attention to detail to every aspect of her work.
 
Danielle is passionate about the financial industry and takes pride in building strong, lasting relationships with both clients and colleagues. She is committed to delivering exceptional service and values the connections that drive meaningful results.
 
Danielle resides in Shelton, CT and in her free time, you will find her baking, reading, or watching a scary movie.

Ready to join the Strategies for Wealth Management community?

You deserve to not have to worry about your financial future, and to work with a team where everyone knows your name.