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Danielle Harmon (CFP®)

Danielle Harmon focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

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.

Additional Information

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

NAPFA Start Date

February 22, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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