Danielle Harmon

Danielle Harmon, CFP®

Private Wealth Advisor
Greenville, SC
î … danielle.harmon@bluetrust.com
î¡” (864) 335-6734
 Follow on LinkedIn

Danielle Harmon is a Private Wealth Advisor for the Private Wealth division of Blue Trust.

As an experienced wealth advisor to individuals, families, and businesses, Danielle uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Danielle and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Prior to joining Blue Trust, Danielle owned Boundless Financial Services, LLC, an independent, fee-only financial planning practice.

Danielle graduated summa cum laude from Oral Roberts University with a BS in finance and a minor in Spanish. She is a Certified Financial Planner Professional (CFP®) and a member of Kingdom Advisors.

As an active member of the community, Danielle is the Chair of the Minor’s Trust Investment Committee for the Catawba Indian Nation. She is passionate about financial education and has taught budgeting classes through her local church.

Danielle and her husband, Joel, have three sons and live in Simpsonville, SC.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

12 Financial Tips for New Parents

Stocks, Bonds, Bears, and Bulls — Oh My!

Economic Review & Outlook Fourth Quarter 2024

12 Financial Tips for New Parents

Stocks, Bonds, Bears, and Bulls — Oh My!

Economic Review & Outlook Fourth Quarter 2024

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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