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Danay R
Series 66
Woodruff, SC
Next20 Wealth
Danay Radovic is a financial advisor at Next20 Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Bull Harbor Capital, and Curran Financial Partners. Next20 Wealth serves retail clients such as individuals, high-net-worth individuals, and small businesses, offering discretionary portfolio management combined with integrated financial planning. The firm employs a core-passive and satellite-active investment approach using Modern Portfolio Theory and fundamental analysis, supported by institutional-grade analytics.
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