Danielle Browne Email
Senior Estate Strategist @ Edward Jones
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Danielle Browne Location
- Virginia Beach, VA, US
Danielle Browne Work
- Senior Estate Strategist @ (February 2025 - Present)
- Senior Manager - Estate Planning @ (November 2023 - February 2025)
- Estate Planning, Trust and Legal Consultant @ Fiduciary Counselling, Inc. (July 2019 - November 2023)
- Attorney @ (January 2016 - July 2019)
- Compliance Officer @ (December 2013 - January 2016)
- Mortgage Loan Officer, Centralized Sales @ (June 2008 - July 2010)
Danielle Browne Education
- William & Mary Law School
J.D. (Law)
- University of Michigan
B.A (English)
Danielle Browne Skills
- Advanced Wealth Planning
- Analysis
- Analytical Skills
- Attention to Detail
- Business Development
- Business Entity Selection
- Charitable Giving
- Charitable Trusts
- Client Relations
- Communication
- Critical Thinking
- Customer Service
- Customer-Focused Selling
- Editing
- Employment Law
- Estate & Gift Taxation
- Estate Planning
- Estate Planning Law
- Estate Tax Planning
- Exit Strategies
- Family Office Services
- Insurance
- Law
- Leadership
- Legal Advice
- Legal Compliance
- Legal Document Preparation
- Legal Issues
- Legal Research
- Legal Writing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Multi-generational wealth transfer
- Personal Trust Administration
- Presentations
- Problem Solving
- Project Management
- Project Planning
- Public Speaking
- Real Estate
- Relationship Building
- Resource Planning
- Strategic Planning
- Strategy
- Succession Planning
- Tax
- Tax Optimization
- Teamwork
- Technical Competence
- Thought Leadership
- Trust & Estate Strategies
- Trust Management
- Trusts
- Wealth Preservation
- Wealth Transfer
- Wills
- Written Communication
Danielle Browne Summary
- Danielle Browne, based in Virginia Beach, VA, US, is currently a Senior Estate Strategist at Edward Jones. Danielle Browne brings experience from previous roles at Pinion, Fiduciary Counselling, Inc., Wolcott Rivers Gates and Portsmouth Public Schools. Danielle Browne holds a J.D. in Law @ William & Mary Law School. With a robust skill set that includes Advanced Wealth Planning, Analysis, Analytical Skills, Attention to Detail, Business Development and more. Danielle Browne has 2 emails on RocketReach.
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