Danielle O'Brien, CLTC

Danielle Garofolo O’Brien is an Investment Adviser & Manager of Client Services with HUB International, where she is part of a highly experienced wealth management & retirement plan team, overseeing more than $4 billion in assets under management. With sixteen years of experience in financial services, Danielle specializes in comprehensive wealth management, investment strategy, retirement planning, estate planning, and portfolio management for high-net-worth individuals, families, and institutional clients.

A Cum Laude graduate of Saint Francis College in Brooklyn, New York, Danielle began her career on Wall Street in 2009 as a Stockbroker. She later joined a boutique Mergers & Acquisitions investment firm in New York City, where she gained valuable experience in corporate finance, database administration, and strategic advisory services.

In 2013, Danielle relocated to Nashville, Tennessee, where she joined longtime partners Steven Glasgow and Jordan Sibler. Together, they built a successful wealth management & retirement plan practice at Avondale Partners before transitioning to Janney Montgomery Scott in 2018 and HUB International in 2025. Having worked side by side for more than thirteen years, the team has developed a collaborative approach focused on helping clients navigate life’s most important financial decisions with confidence and clarity.

Throughout her career, Danielle has believed that trust, communication, and long-term relationships are at the heart of successful financial planning. Her approach combines technical expertise with a genuine commitment to understanding each client’s unique goals, values, and life circumstances. Today, she works closely with clients to develop customized financial plans and investment strategies tailored to their individual needs and priorities. Her areas of focus include retirement planning, portfolio management, estate and legacy planning, tax-efficient wealth transfer, alternative investments, charitable giving, insurance planning, and education funding.

Danielle holds her Series 66 license and has earned the Certified in Long-Term Care (CLTC) designation.

Outside of her professional responsibilities, Danielle enjoys spending time with her husband Sean and their daughter, Giada. She is an avid traveler who is always looking forward to her next adventure, especially if it involves a beach, warm weather, and the opportunity to experience a new destination. She also enjoys cooking, discovering new restaurants, and exploring different cuisines with family and friends.

A dedicated volunteer, Danielle is actively involved at Franklin Road Academy, where she enjoys supporting her daughter’s school programs and activities. She also serves as a catechist at Holy Family Catholic Church in Brentwood, Tennessee, where she is passionate about sharing her faith and helping guide children in their spiritual development. Rounding out the household are two Labrador Retrievers, Gemelli Noodle and Grizzly Bear, who keep life active, entertaining, and full of joy. Whether at work or at home, Danielle brings the same warmth, dedication, and genuine care to everything she does.