Danielle Dykes, AIF®
Manager, Financial Planning and Service
Background
Danielle has been with Millennium Advisory Services, a HUB International Company, since 2011 and oversees customer service and support. Danielle earned her degree in Finance with a concentration in Financial planning at Virginia Commonwealth University. She holds a Series 65 securities license and the Accredited Investment Fiduciary (AIF®) designation.
Danielle Dykes has completed training on investment fiduciary responsibility, and has earned the Accredited Investment Fiduciary® (or AIF®) professional designation. This is awarded by the International Center for Fiduciary Studies, to individuals who successfully complete initial and ongoing accreditation requirements. The AIF® trademark is registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of fi360.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies