Danielle Graham Lyons is a Financial Advisor with Navesink Wealth Management. Based in San Francisco, Danielle is a valued partner and sounding board, guiding her clients along their wealth management journey. She offers a holistic approach, combined with her insight into capital markets honed during her hands-on experience as an equity trader. This background, combine with her high EQ, allows Danielle to build deep, personal relationships and develop a nuanced understanding of each client’s financial and personal needs.
Prior to joining Navesink Wealth Management, Danielle was a financial advisor with JP Morgan in San Francisco. She began her career in New York City with Credit Suisse and its predecessor, Donaldson, Lufkin & Jenrette, where she worked in both wealth management and as an equity trader. She holds a B.A. in Communications from Saint Mary’s College, Notre Dame, Indiana. Danielle lives in San Francisco with her husband, Drew, and their dog Langston. In their free time, they enjoy hiking, golfing, and discovering all that the West Coast has to offer.