Robert DanionRobert DanionExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Robert
Robert Danion is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a member of Girard & Associates, Rob draws on his experience through multiple market cycles to help affluent individuals and their families navigate the financial complexities of significant capital.
Rob works closely with clients, delivering a comprehensive approach that is designed to help care for the elements of their specific financial situation. He begins each new relationship by listening to the client's needs and ensuring that every strategy is grounded in an acute understanding of what they want to achieve. Rob considers the impacts of sophisticated wealth planning and delivers insights and strategies that help address these concerns. He serves as a fiduciary for his clients, placing their best interests first at all times.
Rob spent ten years enriching the lives of local youth as a teacher in the Palm Beach County public school system before beginning his career in financial services at Morgan Stanley and Merrill Lynch. He moved with his team to J.P. Morgan in 2020, and is pleased to provide clients with direct access to the firm's world-class investment platform and breadth of products and services.
Originally from Danbury, Connecticut, Rob has been a resident of South Florida since 1980. An alumnus of Wellington High School, he received a B.S. in Education from Florida Atlantic University in Boca Raton and an M.S. in Curriculum Design and Instruction from The University of Phoenix.
Rob and his wife, Diana, have two beautiful children, Drew and Hannah, and are happily raising them in the same town where he grew up.
Insights
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read Now
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowUnderstanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now