I'm so humbled to announce that I was voted 2020's BEST FINANCIAL ADVISOR in the Barrie Advanced Reader Choice. Thank you to my supportive clients and the amazing people of Barrie!
When working with my clients, I believe that simplifying financial concepts is as important as the recommendations I make. You deserve to be understood, informed and in control of your finances!
As an Edward Jones financial advisor, I understand that my clients face overlapping priorities such as paying for children's education, caring for elderly parents or passing a family business and wealth on to the next generation. Everyone's family situation is unique, and that's where I can help. I'll evaluate your situation comprehensively and personalize your investment strategy to help balance your many needs at once.
I have developed a passion for helping individuals who are navigating severance packages through work, divorce settlements and inheritances. A heart of empathy and the ability to objectively manage change has served me well in caring for clients experiencing these life events.
I earned an MBA with a concentration in Investments from Marywood University in Pennsylvania. Prior to Edward Jones, I had a successful career in Banking.
When I'm not at the office, I enjoy exploring the outdoors with Rory, my husband of 15 years and my adorable boys, Jordan and Joshua. I also enjoy reading, working-out and Face-Timing my sister in Jamaica.
For a complimentary, no obligation, consultation - please contact 705-728-4500 or [email protected].
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Business Owner Considerations
My Personal Interests
- Community Outreach
- Health & Nutrition
Phone NumberDanisha M Allen at (905) 898-6262
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