Danielle LyonsDanielle LyonsSenior Client AssociateWealth Advisor
LinkedInAbout 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.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.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 NowVacation 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 NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now