Danielle Fortenbery
Financial Advisor | Helping Leaders in Trade Make the Most of Their Hard Work
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Boonville, NY, US
- LinkedIn followers
- 500 followers
About Danielle Fortenbery
You deserve an advisor that is willing to work for you. I have a personal connection to the skilled trades world and enjoy working with the hard working individuals in that space and industry. As a leader in trade, you\'ve poured blood and sweat into this industry. From starting, scaling and exiting a successful business to someone just getting started in their career. We\'ll help you navigate the details and make proactive decisions so you can make the most of your hard work.HOW WE HELPWe will help pull together the data you need to get clarity on where you stand today, align on where you want to go, and build a plan to help you get there - walking with you step-by-step through it all. ‣ Understanding Your Current Benefits‣ Business Owners-Planning for Startup, Scale and Exit -Personal Finances for Owners -401(k), Pension & Group Retirement Plans‣ Investment Management‣ Insurance Planning‣ Retirement Planning‣ Education Planning
Experience
Financial Advisor
Oct 2021 — Present · Syracuse, NY, US
Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools• Performing market research to stay current with financial trends• Preparing financial documents, such as income projections and investment reports• Maintaining compliance with all rules and regulations in the financial industry
Education
Buffalo State College, State University of New York
Bachelors of Science, Individualized Studies; Health Service Administration; Nutrition and Dietetics
2010 — 2012
The American College of Financial Services
Certified Financial Planner, Finance
Beaver River Central School
Advanced Regents Diploma
1996 — 2007
Monroe Community College
Associates, Business Administration
2009 — 2010
Skills
- Powerpoint
- Highly Ambitious
- Leadership
- Microsoft Office
- Efficiently Listen to Others
- Goal-Oriented Individual with Strong Leadership Capabilities
- Windows and Internet Browsers
- Highly Motivated Self-Starter
- Problem Solving
- Team Building
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