Danielle S. Holmes,
CFP®, AIF®
Financial Planner &
Investment Adviser Representative
Danielle Holmes is a Certified Financial Planner® professional with more than 20 years of experience helping individuals and families build confidence and clarity around their financial lives. She provides thoughtful, client-centered guidance grounded in trust, empathy, and long-term planning.
Danielle began her career in the securities industry in 1993 and, after several years in the profession, took time away to raise her young children. She returned to financial services in 2010, bringing both professional experience and a deeper personal perspective to her work. Today, Danielle partners with clients at all stages of life — from those establishing their careers, to individuals navigating major transitions, to families and those planning for the future — helping them make informed decisions aligned with what matters most.
Danielle holds a Bachelor’s Degree in Behavioral Finance from the University of Massachusetts and brings a strong understanding of the emotional aspects of money to her client relationships. In addition to the CFP® certification, she is an Accredited Investment Fiduciary® and maintains FINRA Series 7, 63, and 65 registrations, as well as life and health insurance licenses.
Danielle is deeply committed to her community and to supporting and empowering women and families. She serves on the board of Roof Over Head, a nonprofit focused on expanding access to affordable housing in partnership with the YWCA Greater Newburyport. She also serves on the Board of Directors of the Amesbury Chamber of Commerce and Committee Chair of Women Envision, an initiative supporting women in business. Danielle previously served as Board President of the YWCA Greater Newburyport. Her community involvement reflects the same values that guide her professional work — advocacy, connection, and meaningful support.
During time away from the office, Danielle enjoys time with family and pursuing creative interests in the arts and fiber crafts. She enjoys experimenting with a variety of creative techniques, from painting to needlework and textile projects. Danielle enjoys new challenges and approaches each new craft with the same interest, care, and thoughtful problem-solving she brings to her work with clients.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
