Danielle Breen, CFP®, CRPC®, joined the Mayflower team in 2018 and currently serves as a Wealth Manager. She works with high-net-worth individuals and their families to create and implement customized client financial strategies and solutions.
Danielle’s primary focus is on holistic financial planning to help clients achieve their financial goals, commensurate with their risk tolerance. She actively listens to clients to help determine and prioritize their short, medium and long-term goals, and works with them to develop and implement tailored strategies for achieving these goals.
Danielle graduated from Colby College in Waterville, ME with a bachelor’s degree in economics and a concentration in financial markets. She grew up in Bow, NH, and when she is not in the office, Danielle enjoys skiing, cooking and spending time with family.
Industry Accreditations & Affiliations
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Chartered Retirement Planning CounselorSM (CRPC®)
FINRA Series 7 & 66 Securities Registrations
Life & Health Insurance Licenses