Hi there! I’m Danielle Durham, a fellow millennial & CERTIFIED FINANCIAL PLANNER™ professional who has a passion for helping others build and plan the next steps to achieve their personal and professional goals.
What would it look like if you had the knowledge to make financially healthy habits with your next paycheck? We all start somewhere. I believe saving for your future is not an “all or nothing” deal. I am here to tell you, you do NOT need a million dollars to start working with a financial advisor.
I have been a financial advisor with Allen & Company since 2018. In 2014, I came to Allen & Company after my 2 years of service with AmeriCorps, where I volunteered as a literacy tutor with young students in Lakeland and the greater Polk County area. I started as a registered client service associate, and wanted to learn everything I could to help my generation plan for their financial freedom. After working with clients for years, I decided to take that experience and become a financial advisor in 2018.
My goal is to equip millennials and those that come after us with the knowledge they need to make their goals a reality by starting as soon as they can. In a world that is constantly flooding us with information and asking more of us, how do we sift through the noise and keep our priorities in check? Follow along with me as we learn and grow together.