Danielle S. Holmes,
CRPC®, AIF®
Financial Planner &
Investment Adviser Representative
Danielle brings personal insight and professional expertise to her role at Linden Financial Group. She understands firsthand the evolving financial challenges that come with various stages of life, from raising a family to preparing for retirement. Danielle is passionate about helping clients gain clarity and confidence in their financial lives. She finds great joy in seeing clients reach milestones they once thought were out of reach – whether it is building savings, pursuing long-term financial confidence or simply feeling more in control of their future.
Danielle’s early career in the securities industry began in Pasadena, California. Following a career break to raise her young children, Danielle returned to financial services in 2010, joining Linden Financial Group. Her return was marked by renewed professional growth, reinstating her licenses and building a thriving advisory practice grounded in integrity and care.
Danielle holds a bachelor’s degree in behavioral finance from the University of Massachusetts and understands the interrelationship between emotions and finances. She holds the FINRA Series 7, 63 and 65 securities registrations and is an Accredited Investment Fiduciary®. Danielle has also earned the Chartered Retirement Planning CounselorTM (CRPCTM) designation from the College of Financial Planning, and she is a licensed health and life insurance agent.
Danielle is deeply committed to the community. She currently serves on the Board of Directors for the Amesbury Chamber of Commerce and is a founding member of the Chamber’s Women Envision Committee, dedicated to supporting and empowering women in business and the community. Danielle is also the former president of the YWCA Greater Newburyport, an organization committed to empowering women and supporting families.
Danielle and her husband continue to enjoy a full and busy life with their four adult sons, staying connected through family, community involvement and a shared commitment to service.
Raymond James is not affiliated with the above organizations and/or charitable causes.
