Danielle Harmon is a Private Wealth Advisor for the Private Wealth division of Blue Trust.
As an experienced wealth advisor to individuals, families, and businesses, Danielle uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Danielle and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Prior to joining Blue Trust, Danielle owned Boundless Financial Services, LLC, an independent, fee-only financial planning practice.
Danielle graduated summa cum laude from Oral Roberts University with a BS in finance and a minor in Spanish. She is a Certified Financial Planner Professional (CFP®) and a member of Kingdom Advisors.
As an active member of the community, Danielle is the Chair of the Minor’s Trust Investment Committee for the Catawba Indian Nation. She is passionate about financial education and has taught budgeting classes through her local church.
Danielle and her husband, Joel, have three sons and live in Simpsonville, SC.