Danielle Barbato

Director of Financial Planning



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Danielle has five years of experience partnering and working with clients and their trusted advisors to identify gaps and opportunities within their financial plans, guiding them towards achieving financial independence. Danielle began her career working as a Senior Analyst for a middle market investment bank, where she focused on strategic and private business transactions, as well as mergers and acquisitions. More recently, she pivoted to pursue her passion, concentrating on financial planning and wealth management at Charles Schwab. Working intimately with families, business owners and organizations, she earned their trust, respect and understanding through her strategic construction and management of their investment portfolios and composition of their comprehensive financial plans.

Danielle has a B.A. in Finance from Saint Michaels College in Colchester, VT. She is securities registered, an Investment Advisor Representative (IAR) and is also studying to secure her CERTIFIED FINANCIAL PLANNER™ certification (CFP®).

Danielle currently lives in Groton, CT with her boyfriend and their two cats – Charlotte and Lucille. She enjoys summer weekends on the Connecticut River and visiting family in upstate New York.



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