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portrait of Danielle F Marshall
FINANCIAL ADVISOR

Danielle F Marshall

AAMS™, CRPC™
1749 S Naperville Road, Suite 201, Wheaton, IL 60189opens in a new window
CallSend Me a Message

About Danielle

Our team is made up of myself, my fully dedicated branch office administrator, Tricia Vicenzi, and my client account administrator, Erika Elliott. We pick up the phone when you call and get back to you when we say that we will. We pride ourselves on our service and making it easy to do business. We stay pleasantly persistent in our follow up to add accountability to your life to help ensure you meet your goals and what is most important to you.

We enjoy learning about you to build a personalized experience and strategy. We help you to and through...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances
  • LGBTQ+ Finances

Work History

  • Edward JonesDecember 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • DePaul UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Community Outreach
  • Yoga

Team Members

  • Erika Elliott
    Sr. Branch Office Administrator
  • Patricia Vicenzi
    Sr. Branch Office Administrator
  • Nicole Ricci
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(630) 653-5701

Fax

(800) 509-0255

Office Address

1749 S Naperville Road
Suite 201
Wheaton, IL 60189opens in a new window

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