The Team

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

Danielle Moore

Danielle Moore

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Education

BS in Finance from the University of Delaware

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Our Staff

Maria Zweifel

Maria Zweifel

Client Service Manager

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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