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.
Specialist Resources
Insights
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now