Our advisors

Daniel Tarbell

Daniel Tarbell

Financial Advisor

Learn more about Daniel Tarbell
Earle Tarbell

Earle Tarbell

Financial Advisor

Learn more about Earle Tarbell

Our team

Danielle Martocci

Danielle Martocci

Client Service Specialist

Personal Intro

Danielle is instrumental in ensuring a world class client experience. She is an integral member of our team and prides herself on going above and beyond to ensure our clients needs are met. We welcome you to reach out to Danielle directly for any questions and needs as well as to request an appointment to be scheduled.

Danielle lives in Manchester with her husband Ryan and their dog Jada!

Roles & Responsibilities

  • Schedule management
  • Business processing
  • Money movement processing
  • Transaction processing
  • Processing requests and ensuring a world class client experience
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