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.

Before transitioning into the financial services industry, Danielle attended Lakeland Community College, where she studied Early Childhood Education and spent several years working in the field. She brings that same passion for helping others into her current role. Danielle holds her Ohio Life and Health Insurance license and has successfully passed the FINRA Securities Industry Essentials (SIE) Exam, demonstrating her commitment to expanding her industry knowledge and professional development. She is known for her attention to detail, strong work ethic, and dedication to providing thoughtful, dependable support to both clients and her team.

A lifelong Northeast Ohio resident, Danielle lives with her husband and their two children. Outside of the office, she enjoys spending time with her family, traveling, cheering on Cleveland sports teams, and continually pursuing opportunities for personal and professional growth.