Danna Nealon, CFP®, CDFA®, CLTC ®
Danna leverages her years of professional advisory experience, her personal experiences, and her passion for financial education to empower clients to make financial decisions with clarity and confidence.
Danna prides herself on a personalized approach to assisting our clients in gathering and understanding their financial information and assisting our clients in making financially sound decisions.
Danna began her financial services career by obtaining her Certified Financial Planner TM certification and a financial advisory position with Merrill Lynch. She continued to specialize in Divorce Financial Planning, obtaining her Certified Divorce Financial Analyst® certification and ultimately finding her home at Lake Norman Financial Group focusing on financial planning.
Licenses & Designations:
- Series 7: General Securities License
- Series 66: Investment Advisor License
- Certified Financial PlannerTM (CFP®)
- Certified Divorce Financial Analyst (CDFA)
- Certified in Long Term Care (CLTC)