Danielle Brown of Salina, KS Attains Licensure, Elevating Financial Expertise at Be Wealth
SALINA, KS — 2/6/24
Be Wealth, a well-regarded financial services firm, proudly announces that Danielle Brown, Chief Financial Officer (CFO) is a licensed Financial Advisor, further enhancing the firm's commitment to providing comprehensive and quality financial services. Danielle has earned the Series 7 and Series 66 licenses, which are held through LPL Financial.
The Series 7 and 66 licenses are widely recognized as key indicators of financial proficiency and ethical conduct within the securities industry. Danielle Brown's achievement of these licenses underscores her dedication to maintaining the highest standards of professionalism and expertise in the field.
Having earned these licenses, Brown is poised to take on an even greater role in shaping Be Wealth's financial strategies, helping women on their financial journey, and strategy consulting to business owners. In addition to becoming a licensed Financial Advisor, Danielle is working toward obtaining a Certified Exit Planning Advisor designation. Adding this designation to her comprehensive knowledge and skills will contribute significantly to the firm's mission of delivering tailored financial solutions to clients seeking to achieve their long-term financial goals.
“We are extremely excited Danielle will be expanding her role to help clients at Be Wealth. She has been an extremely valuable part of our team since joining the firm in 2021. Her passion to help people combined with her understanding of all things financial makes her a great resource for individuals and businesses in our community”, provides Brandon Ebert.
Brown's professional journey and commitment to excellence can be explored further on her LinkedIn profile: linkedin.com/in/daniellenbrown. Be Wealth is confident that Danielle's expanded skill set will fortify the firm's position as a valued partner in wealth management and financial planning in Kansas and beyond.
About Be Wealth:
Be Wealth is a well-regarded financial services firm dedicated to providing personalized and comprehensive wealth management strategies. With a team of experienced professionals, Be Wealth is committed to guiding clients toward their financial objectives through answering three priority questions of are you on pace for retirement, is your estate plan in order, and are you meeting your goals along the way?
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.