Danielle D. Martinez received her BA in Economics from the State University of New York at Stony Brook and her MBA in Finance from Hofstra University in Hempstead, NY. Her career in the Financial Services industry began in NY at AIG in 2006. In 2007, Danielle passed her Series 7 and Series 66, and began pursuing her CFP® Certification. In 2008 she passed her Life/Health/Annuity (2-15) and moved from AIG to Raymond James Financial Services. She completed the CFP® coursework in 2010 and is now eligible to sit for the CFP® exam. She relocated from NY with her family to South Florida in 2011 and continued with Raymond James Associates in Miami until October 2012, when she joined Associated Financial Consultants and Investor Services as Luana Mobley Corral’s Account Executive. She holds her Series 7 through Investacorp, Inc., a registered Broker/Dealer, Member FINRA, SIPC and her Series 66 through Investacorp Advisory Services, Inc., a SEC Registered Investment Advisory Firm.
As Account Executive, Danielle is responsible for client communication and service. She is an operations and administrative specialist, and as such, is the primary contact for Luana’s clients. She handles all client service matters including new accounts, transfer processes, and interactions with investment companies to ensure that the strategies you develop are carried out with precision. Danielle is here to serve our clients with "Ritz Carlton quality" and "FedEx efficiency" and to ensure that promises made are promises kept.
When not working, Danielle enjoys spending time with her husband, visiting her kids, being outdoors, traveling, and going for walks with her 2 mini dachshunds.
Danielle can be reached at 954-983-5600 Ext. 154 or via email at firstname.lastname@example.org.