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
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now