Danielle Dias brings over 11 years of experience in the financial services industry. She acts as a coordinator for the team by providing administrative support and facilitating communication between clients, advisors, providers, plan administrators and employees. She serves as the first point of contact, addressing any questions or concerns clients may have. Her superior organization and communication skills allow her to serve effectively as an extension of our clients’ human resource team.
Danielle graduated from the University of Connecticut with a Bachelor of Science in Marketing. She holds her FINRA Series 6 securities registration. Danielle enjoys spending time at the beach and traveling with her family, as well as reading in her spare time. Danielle resides in Ellington, Connecticut with her husband Ricky and their two sons.