As an integral member of The Canell Group of Wells Fargo Advisors, Danny's focus is on providing holistic wealth management services to affluent individuals, families, small businesses, C-suite executives and successful professionals. He employs a thoughtful approach in which he asks appropriate questions to gain a broad understanding of what clients are hoping to accomplish. He works closely to design integrated strategies across their overall financial scenario to help make these dreams a reality.
Danny believes one of the most important steps in wealth management is to perform a comprehensive analysis in order to determine an optimal financial direction. He helps clients evaluate their most suitable asset allocation and then select investments that are consistent with their risk profile and objectives.
Now living on the Upper West Side with his Fiancé in New York City, Danny enjoys playing golf, fantasy football and family BBQ's.