A. Danielle Troutman serves as the Senior Resident Director and Senior Financial Advisor at the Merrill office in Beaufort, South Carolina. She leads a team that focuses on providing wealth management services to generations of affluent families, including corporate executives, institutions, business owners, non-profit organizations, retirees, and widows. Danielle's approach integrates a client-focused strategy with the firm's goals-based wealth management process, global thought leadership, and advanced technological tools to assist clients in planning for their current and future financial needs. Danielle began her career in financial services in 2010 after several years in commercial real estate development and property management. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. She works closely with individuals and families to understand their financial situations and facilitate the attainment of their personal goals, such as funding education, ensuring retirement readiness, managing healthcare costs, and facilitating intergenerational wealth transfer. She graduated Magna Cum Laude from American InterContinental University with a Bachelor's degree in Marketing and holds the Personal Investment Advisor (PIA) designation. Danielle is active in her community, having served as the past President of the Board of Directors for Child Abuse Prevention Associates, a former board member of the Boys and Girls Club of Northern Beaufort County, and a volunteer at Riverview Charter School. She has also contributed to fundraising efforts for Beaufort Memorial Hospital Foundation, Friends of Caroline Hospice, and Young Life of Beaufort. Danielle resides on Lady's Island with her husband John and their four sons.