Dannelle Ward (CFP®)

Dannelle Ward focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

Dannelle is one of the founding partners of Acropolis Investment Management, LLC and has over 25 years of experience in the financial services industry.  In her role at Acropolis she has advised high net worth individuals and their families on their investments and many other financial matters including their estate planning needs, risk management, tax efficiency, retirement planning, and income and cash-flow management.  Dannelle is also the firm’s Chief Compliance Officer.

To learn more about how Acropolis helps people like you reach their goals, call or email us now at 636-449-4900 or dw@acrinv.com.

NAPFA Start Date

July 01, 2019

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This Office

14567 N Outer 40 Rd Ste 200 Chesterfield, MO 63017-5771 Phone: (888) 882-0072