Danielle Berz

Senior Client Relationship Manager

Danielle Berz is Partner, and a Senior Client Relationship Manager for Brown and Company; she has been with the firm since 2013. In her role, Ms. Berz is responsible for helping clients achieve personal, financial, business and charitable goals.

Prior to joining the firm, she worked at UBS Financial Services, Inc., first participating in a two-year training program as a Financial Advisor Associate focused on high and ultra-high net worth individuals and then going on to team with an established advisor where she led creation of financial plans, asset allocations, investment due diligence and the coordination of clients, their CPAs, and attorneys. Ms. Berz attended the University of Washington and earned a Bachelor of Administration in Economics and Spanish.   

Danielle grew up in Golden, Colorado and lived there until she moved to Seattle, Washington to attend school at the University of Washington, where she rowed on the NCAA Women’s Crew Team.  She lived in Seattle for 9 years before moving back to Colorado.  She enjoys watching football, snowboarding, eating out and hiking. 

Credentials:

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 66 Registrations, held with LPL Financial
  • Certified Divorce Financial Analyst®
  • Washington Department of Insurance-Life, Disability and Long-Term Care Insurance License