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Danielle D

Series 63, Series 65

Greensboro, NC

Cetera

Danielle Dennis Grady is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including VOYA Financial Advisors and various insurance and financial services companies she has been involved with since the early 1990s. She is also an independent insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and advisory services through a multi-manager platform with access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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