Danielle J Ives, AAMS
LPL Financial/Doylestown Wealth Management
Danielle Ives, a financial advisor and investor since 2000, understands that each person’s and each family’s economic and life situation is unique. A word often used to describe Danielle is “caring”, and she is dedicated to learning about and fully understanding each client’s personal goals. Before she develops any financial recommendations or starts to craft a financial plan, she asks the important questions to find out the client’s current stage in life.
From there, both short term and long term objectives are identified so that the appropriate financial elements are incorporated into the client’s overall plan. And once Danielle has the custom-tailored financial plan in place, she continues to proactively work with her clients to review financial milestones, and ensure the client is always comfortable with the chosen financial path.
A differentiator of Danielle’s: she believes that personalized service and open communication is not only essential, it is paramount in importance when matching clients with the appropriate financial products and services. Danielle’s clients hear from her often, and her clients know they can reach out to her whenever questions arise.
Danielle earned her bachelor’s degree in Liberal Arts and Elementary Education from Villanova University. After graduating, she realized her interest had shifted to finance and from there attained her Series 6, 65, 63, 7 registrations and Life and Health Licenses in the financial world.
Outside the office, Danielle enjoys running and coaching lacrosse for her three daughters and spending time with her family and two rescue dogs. Danielle is married to her husband Chris, a native of Doylestown and a police officer for Hilltown Township.
Themes that are important to Danielle and her work include:
People are everything.
“When I started my business, I understood that the people – my clients, potential clients, partners, etc. – would be the difference between success and failure.”
Give first, share always.
“I treat others in the way I would expect to be treated by any professional I work with – I put the needs of my clients first, and make sure they are taken care of completely.”
Danielle closes her bio summary with a quote from the esteemed Warren Buffett, with these very wise words of wisdom:
“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”