Danielle Holmes Email & Phone Number
Principal and Financial Planner @ Linden Financial Group
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Danielle Holmes Location
- Amesbury, MA, US
Danielle Holmes Work
- 2025 - now Principal and Financial Advisor @
- 2015 - now Principal and Financial Planner @
- 2011 - now Financial Planner and Investment Advisor @
- 2011 - 2025 Financial Planner @ Linden Financial Group (formerly Dolan Financial Services) Commonwealth Financia
- 2009 - 2013 Independent Business Owner @ Holmes Office Details
- 1995 - 1997 Office Manager and Licensing Director @
- 1993 - 1995 Registered Executive Assistant @
Danielle Holmes Education
- College for Financial Planning
(Chartered Retirement Planning CounselorSM)
2014 - 2015 - College for Financial Planning
Registered Paraplanner
2011 - 2011 - Northern Essex Community College
Certificate (Professional Organization)
2009 - 2010 - Katharine Gibbs
Associates (Secretarial Arts)
1991 - 1993 - Newburyport High School
Diploma
1986 - 1990 - University of Massachusetts, Amherst
Bachelor's Degree (Behavioral Finance)
Danielle Holmes Skills
- Series 7
- Strategic Planning
- Salesforce.com
- Coaching
- Public Speaking
- Sales Management
- Team Building
- Marketing Strategy
- Marketing Communications
- Retirement Planning
- PowerPoint
- Financial Services
- QuickBooks
- Holistic Financial Planning
- Personal Financial Planning
- AIF
- CRPC
- Entrepreneurship
- Community Empowerment
Danielle Holmes Summary
- Danielle Holmes, based in Amesbury, MA, US, is currently a Principal and Financial Planner at Linden Financial Group (formerly Dolan Financial Services). Danielle Holmes brings experience from previous roles at Linden Financial Group, Linden Financial Group (formerly Dolan Financial Services), Linden Financial Group (formerly Dolan Financial Services) Commonwealth Financia and Holmes Office Details. Danielle Holmes holds a 2014 - 2015 College for Financial Planning. With a robust skill set that includes Series 7, Strategic Planning, Salesforce.com, Coaching, Public Speaking and more. Danielle Holmes has 2 emails on RocketReach.
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Top Linden Financial Group Employees
Charlene Dolan
Principal and Financial Planner
Amesbury, MA, US
Danielle Holmes
Principal and Financial Planner
Amesbury, MA, US
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