Danielle Deming

Danielle Deming

Senior Client Service Associate

Phone: 856.216.8444, ext. 232
Fax: 856.216.8448
E-mail:
 

Danielle Deming joined the firm in April 2017 as a senior member of the firm's Client Service Team.  She provides professional operations and client service support handling all aspects of account opening, funding, distributions, and maintenance.  She serves as a liaison for compliance matters as it relates to review and approval of new account applications and is also responsible for processing new insurance applications and responding to routine insurance inquiries.  The addition of Danielle to our team has provided an additional layer of highly experienced, professional operations capacity allowing us to be that much more responsive processing client account matters.

Danielle came to firm with a solid background in the financial services industry serving in prior positions as an Insurance Operations Manager at Northwestern Mutual, and as an Associate Financial Representative at Ameriprise and Janney Montgomery Scott.  Immediately prior to joining the firm, she was a Portfolio Associate at BB&T Securities. 

Education & Accreditations:

Danielle attended Delaware Community College and West Chester University where she studied Business Administration. 

Personal: 

Danielle has a 7-year-old daughter and lives in Ridley, Pennsylvania.