Danielle Spence, CTFA (Class 56) has joined Wealth Strategies Partners as relationship manager involving high-net-worth clients. Danielle brings nearly 20 years of financial industry experience and previously served as a vice president of private banking at ServisFirst Bank. She has extensive trust and investment management expertise as well as commercial banking and lending experience. She holds the Series 7 General Securities Representative license and certification by the American Bankers Association as a Certified Trust and Financial Advisor. In addition to being a graduate of Young Leaders Council, she serves as a board member with the Women in Numbers and Family Affair Ministries. Congratulations and good luck to Danielle in her new position!
