e: danielle.ramirez@raymondjames.com

Danielle joined Carver Financial Services as a Client Concierge I in November of 2021 and has since grown into her role as a Client Service Associate. In this position, she enjoys building strong relationships and supporting clients in meaningful ways throughout their financial journey. Her favorite part of working at Carver is the opportunity to connect with clients and help make complex processes feel more personal and approachable.

Danielle attended Lakeland Community College, where she studied Early Childhood Education and worked in the field for several years before discovering her passion for finance. She holds her Ohio Life and Health Insurance license and is currently preparing for the FINRA SIE Exam. Known for her attention to detail and commitment to quality, Danielle takes pride in providing thoughtful, reliable support to both clients and her team.

Born and raised in Northeast Ohio, Danielle currently resides there with her husband and their two children. Outside of the office, she values personal and professional growth and is always looking for ways to learn and improve. She enjoys traveling, cheering on Cleveland sports teams, and creating memorable experiences with her family.