Our Dedicated Team
As an Independent Financial Advisory Firm, our team provides
the intimacy and personal attention of a small boutique with global resources of one of the world's largest financial services firms.
Dedicated Service Team*
With more than 50 years of experience working with firms like Sherrill Wealth Management, LPL Financial has become one of the world’s largest providers of financial services.
We choose to hold our client’s investment and retirement accounts at LPL Financial because of their:
We also value the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.
Through LPL Financial, our firm is equipped with an experienced and dedicated client service team and specialized consulting groups to help us address unique opportunities that might impact our client’s needs. See here for LPL Financial “at-a-glance”.
*Image is a stock phone. The individuals pictured are not employees of LPL Financial
Not Affiliated with LPL Financial
Dannie worked in the not-for-profit world for over 18 years helping some of the biggest non-profits in the community raise funds for operations, complete expansive capital campaigns and grow their endowments. The clients and donors she served worked hard for their money and were passionate about giving back. Through this experience she gained expertise in project management and relationship building.
Dannie received her Bachelor of Arts degree from Rollins College. She is active as a Trustee for the Manatee Community Foundation and a member of the Entre Nous Women's Service Club. In her free time she enjoys cooking, being outdoors and doing anything together as a family.
The Rest of Your Team
We maintain a network of professionals whose knowledge and experience rivals that of the largest firms.
Mortgage / Banking