About Danielle
As VP of Client Services, Danielle Ervin is the friendly, steady presence who keeps our client experience running smoothly. She joined the firm in February 2019 and has been supporting our advisers ever since — handling new account paperwork, servicing existing accounts, and managing the firm’s accounting responsibilities. Helping people is at the heart of everything she does, and it shows in every client interaction.
Danielle brings extensive industry knowledge and experience to her role, helping clients and advisers navigate even the most detailed processes with confidence and care.
When she’s not at work, she’s spending time with her husband, Brian, and their two kids, Noah and Kate. She’s also deeply involved in her community through Pinelake Church and as a Life Member of the Junior Auxiliary of Rankin County.
Previous Experience
- Supporting financial advisers and client service operations since joining the firm in February 2019
- Account servicing, new account processing, and firm accounting administration
Education, Designations & Professional Affiliations
- Series 7 License
- Series 66 License
- Life Insurance License
- Life Member, Junior Auxiliary of Rankin County
- Active Volunteer, Pinelake Church