Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Danielle Moore, Financial Advisor serving the Newark, DE area - Ameriprise Advisors

Danielle Moore

CRPC

Financial Advisor

Visit Danielle Moore's website

Team

Maria Zweifel

Maria Zweifel

Client Service Manager

Qualifications

  • Graduated in 2019 with a Bachelors of Public Management Degree from Florida Atlantic University

Roles & Responsibilities

  • Greets clients, answers telephones, and schedules client appointments
  • Prepares client meeting materials for Client Service Meetings
  • Works with clients on daily transactions on an as needed basis
  • Organizes Client Appreciation Events and Advisor Seminars
  • Manages Social Media Exposure and Accounts for Danielle and Jeff
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