Danielle Wimberley

Danielle Wimberley is an Investment Operations Manager on the Investment Advisory Team. She provides daily operational support for our advisors and their clients helping to create a superior level of service for our clients.

Prior to joining Schechter, Danielle worked for Telemus Capital as a Client Service Advisor.

Danielle’s holds a Bachelor’s degree from the University of Michigan. In her spare time, Danielle is an avid reader, enthusiastic traveler, and always looking forward to her next adventure.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

Our Team

Danielle Wimberley