Danielle Lyons is a Senior Client Associate for J.P. Morgan Wealth Management. She brings a vast amount of experience in the financial services industry to service the clients of Elaine Meyers' wealth management group.
With a focus on delivering family office–style services, Danielle is involved with each client's entire financial relationship. She maintains critical relationships with clients' CPAs and outside investments to simplify the complex financial needs of her clients. She supports ultra-high-net-worth relationships and is hands-on with clients' trading of restricted stock and 10b5-1 plan development, along with appraising clients of research developments.
Danielle graduated from Saint Mary's College, Notre Dame, Indiana, with a B.A. in Communications, and received her M.S. from Monmouth University. In 2016, she joined J.P. Morgan Wealth Management from Credit Suisse.
An East Coast transplant, Danielle lives with her husband, Drew, in San Francisco, where in their free time they enjoy hiking, golf and discovering the West Coast.