Danielle Lyons is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Bringing many years of experience in the financial services industry, Danielle serves founders, entrepreneurs and members of the technology and venture capital communities in the San Francisco Bay Area who seek a trusted partner and sounding board to guide them along their wealth management journey. She consults with the firm's MHLL Group in the Boston office, deploying her background with restricted stock and 10b5-1 plans to advise their senior management technology clients.
Danielle's strength lies in her high emotional intelligence (EQ), which underpins her grasp of each client's personal and financial needs so she may develop a deep personal relationship with them. Her holistic approach is grounded in hands-on experience as an equity trader, providing insight into the movements of the capital markets that inform her portfolio recommendations. Danielle leverages J.P. Morgan's array of wealth management strategies and specialists to address the particular needs of her clients and help them achieve their goals. She maintains a critical relationship with their CPAs and outside advisors to simplify complex financial needs.
Prior to joining the firm, Danielle was with Credit Suisse and its predecessor firm, Donaldson, Lufkin & Jenrette, where she worked in both wealth management and as an equity trader.
Danielle graduated from Saint Mary's College in Notre Dame, Indiana, with a B.A. in Communications. She holds an M.S. from Monmouth University. She joined J.P. Morgan in 2016.
An East Coast transplant, Danielle lives in San Francisco with her husband, Drew, and their dog, Langston. In their free time, they enjoy hiking, golfing and discovering all that the West Coast has to offer.
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Insights
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