))
Danielle Taylor Woods, J.D. Bringing The Multidisciplinary Approach To A Whole New Level
Manage episode 334306249 series 2895276
Conteúdo fornecido por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Episode 62 - Danielle has been working with advisory clients for more than 20 years. She began work in investment management in 1998 with the investment firm, Mitchell Vaught & Taylor, Inc. She also advised clients as an attorney in matters of estate and tax planning since graduating from Northern Illinois University College of Law, where she focused her coursework on estates, tax, and securities law.
Danielle was instrumental in the growth of her previous firm where she wore many hats over the course of 20 years, including Director, Institutional Portfolio Manager, Senior Financial Advisor, and Chief Compliance Officer. Danielle co-founded Propel Financial Advisors in 2018. To more effectively provide comprehensive financial planning, she co-founded the CPA firm DW Agosto Tax Planning, LLC, with Emily Agosto in 2016. Danielle believes that a multi-disciplinary approach is the best way to educate and to serve clients whose financial needs span many disciplines.
Danielle earned her Series 65 Investment Advisor Representative designation in 2001. She has been a licensed attorney in Illinois since 2002 and in Tennessee since 2008. Danielle currently serves as the Chairperson for her local anti-substance abuse coalition Be Aware Blount, which focuses on preventing substance abuse by children.
Danielle is originally from Chicagoland, but she has called East Tennessee home since 2006. She lives with her husband and two crazy boys about 20 minutes from the beautiful Smoky Mountain National Park. She is an avid reader, gardener, and world traveler.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
See omnystudio.com/listener for privacy information.
109 episódios
Compartilhar
