My Personal Journey
Danny was born and raised in Miami, FL and moved to St. Petersburg in 2014 with his family to finish his degree at the University of South Florida, where he received a bachelor’s degree in finance. While pursuing his degree, Danny worked at Coldwell Banker as a Residential Real estate agent. During his time in real estate, Danny enjoyed helping families and individuals reach a long-awaited goal in purchasing and selling their homes. During Danny’s final semester at USF, he was introduced to Northwestern Mutual and became a client. He was taken through the comprehensive planning process and immediately found great value. He also saw an opportunity to start his practice while continuing to serve the community. Soon after, he took a leap of faith and left real estate to join Northwestern Mutual and began helping other individuals, families and business owners develop their own customized financial roadmaps.
Danny is married to his middle school sweetheart Jamili, and they had their daughter Juliana in May 2014. Their son Liam was born in 2019. In their free time, they enjoy riding bikes, exploring parks with their kids, working out, boating, fishing and going to the beach.
My Professional Pathway
As a Northwestern Mutual Advisor, I build relationships based on trust and integrity.
Here are my commitments to you:
- One of my team members or I will get back to you within 1-business day of any request or question.
- I will actively listen to your needs and act within your best interest when recommending financial solutions.
- I will give you the hard truths, not just what you want to hear.
Education
University of South Florida Alumni, BS in Finance
Licenses & Designations
FINRA (Securities Licenses) - Series 6, Series 63
2-15 Florida Health and Life Insurance
Heart for My Community
Pouring into my community is important to me. Here are some ways I am actively involved in giving back:
Big Brothers Big Sisters
I joined Big Brothers Big Sisters of America in 2017 as a big brother to a child in the community. It's an honor to provide a loving and stable relationship to a child that is facing adversity in his life. Serving in this organization has impacted my life greatly. I have a lot of gratitude in my heart for the hours I get to spend shaping the next generation.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
St. Petersburg Young Professional Group (SPYP)
Their vision is to be recognized as Florida's leading young professional organization offering exceptional networking and community involvement services. They are striving to become a driving force for economic development in St. Petersburg through recruitment and retention of young professionals.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
