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Holly Daniel CFP®

Holly Daniel CFP®

Client Care Associate

Holly S. Daniel is a Client Care Associate for Paulson Wealth Management. She is a Certified Financial Planner (CFP) and Investment Advisor Representative (Series 65 license). With a BA in Economics from Mt. Holyoke College in MA, she has a wealth of experience in many facets of the investment industry. Holly has worked in brokerage operations, in a bank Trust Investment department, a financial planning firm, and run her own advisory business from home (while raising her two children).

Holly joins Paulson Wealth Management from CB3 Financial Group in Geneva, IL, where she served in an investment selection and client service role. She wants to focus now on Clients, and is eager to employ her passion for people by providing excellence in Client service and performing other key support functions for Paulson Wealth Management.

Holly grew up in Maryland, where she learned the ropes in her father’s investment advisory business, who in turn enjoys an investment legacy from his father. She and her husband live in Batavia, Illinois. They proudly have one daughter already “launched” in Chicago, while the younger daughter attends college in New York. Holly and her family have moved several times, due to Engineering opportunities offered her husband. After growing up in the Mid-Atlantic, going to school in New England, then living in the South, and now the Mid-West, she has assured us she has no desire to move out West anytime soon! She is happy to settle down here and build relationships with our fine PWM Clients.

 

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