About Danielle

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.



U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(415) 315-3980danielle.lyons@jpmorgan.com