Danielle Spence
Wealth Advisor at Wealth Strategies Partners- Claim this Profile
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Bio
Credentials
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Series 66
FINRAOct, 2019- Sep, 2024 -
Series 7
FINRAApr, 2019- Sep, 2024 -
Insurance Producer License
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Experience
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Wealth Strategies Partners
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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May 2019 - Present
I serve as a Wealth Advisor at Wealth Strategies Partners, a boutique generational wealth management firm. With two decades of financial industry experience, I focus on building the practice’s relationships and providing comprehensive, tailored wealth management solutions to individuals and business owners. I have extensive trust and investment management expertise as well as commercial banking and lending experience. I hold the Series 7 and Series 66 licenses. Wealth Strategies Partners has offices in Nashville, TN, and Sarasota, FL, the practice’s advisors work with families, retirees, entrepreneurs and high-net-worth individuals to instill confidence by making complex financial situations easier to understand. For more information, please visit www.raymondjames.com/wealthstrategiespartners/. Wealth Strategies Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Show less
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ServisFirst Bank
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United States
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Banking
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400 - 500 Employee
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Vice President, Private Banking
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Dec 2014 - Apr 2019
As VP of private banking, I was responsible for engaging business development and managing client portfolios for high-net-worth clients and business owners. ServisFirst is a full-service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service. The Bank offers sophisticated cash management products, Internet banking, home mortgage lending, remote deposit express banking, and highly competitive rates. ServisFirst Bank was formed in May 2005, and has offices in Atlanta, Birmingham, Charleston, Dothan, Huntsville, Mobile, Montgomery, Nashville, Pensacola, Sarasota, and Tampa Bay. In April 2015 and annually thereafter, ServisFirst Bank has earned investment-grade ratings and a stable outlook from Kroll Bond Rating Agency (KBRA), which measures companies’ financial fundamentals. ServisFirst Bancshares, Inc. files periodic reports with the U.S. Securities and Exchange Commission (SEC). Copies of its filings may be obtained at www.servisfirstbancshares.com. Show less
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Fifth Third Bank
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United States
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Civic and Social Organizations
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Trust Officer and Senior Trust Associate
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Jul 2007 - Oct 2014
I managed a book of trust and investment management accounts and IRAs for the Tennessee and Georgia affiliates that generated over $2,600,000 in annual revenue as well as served as a relationship manager and fiduciary advisor to provide trust administration and estate planning for clients. I also collaborated with other financial advisors to assist clients in achieving their financial needs, goals, and values. I acted impartially in managing and distributing trust property, while keeping beneficiaries’ respective interests in mind. I was the founder and co-chair of YP53, Fifth Third Bank’s Young Professional Business Resource Group. Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio and the indirect parent company of Fifth Third Bank, an Ohio-chartered bank. As of June 30, 2019, Fifth Third had $169 billion in assets and operated 1,207 full-service Banking Centers and 2,551 ATMs with Fifth Third branding in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia and North Carolina. In total, Fifth Third provides its customers with access to approximately 53,000 fee-free ATMs across the United States. Fifth Third operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending and Wealth & Asset Management. Fifth Third is among the largest money managers in the Midwest and, as of June 30, 2019, had $399 billion in assets under care, of which it managed $46 billion for individuals, corporations and not-for-profit organizations through its Trust and Registered Investment Advisory businesses. Investor information and press releases can be viewed at www.53.com. Fifth Third’s common stock is traded on the Nasdaq® Global Select Market under the symbol “FITB.” Fifth Third Bank was established in 1858. Deposit and Credit products are offered by Fifth Third Bank. Member FDIC. Show less
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Credit Manager
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Jun 2006 - Jun 2007
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7500 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 261,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. Show less
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Education
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2007 - 2010
Xavier University - School of Business Administration
MBA -
2002 - 2006
Morehead State University
BBA, Management
Community
