Robert DanionRobert DanionExecutive DirectorWealth Advisor
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
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now