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Danielle Margulis

Portfolio Manager & Lead Financial Planner

Meyer Capital Group

United States, New Jersey, Marlton

About Me

Danielle Kaye Margulis is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She creates financial needs assessments and full financial plans for MCG clients. Danielle also serves on the Investment and SEC Committees. Danielle has more than 14 years of experience in the financial services industry and previously worked at Pennsylvania Capital Management and Pinnacle Financial Advisors (now RTD Financial Advisors). Inspired to help her clients achieve their lifelong goals, Danielle is a member of the National Association of Personal Financial Advisors (NAPFA). She is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a

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Profile Information

Portfolio Manager & Lead Financial Planner

Meyer Capital Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Marlton

New Jersey

United States

Oct 8, 2024

Work Experience

Meyer Capital Group

Financial Planner
Apr 2017 - Present
Email: dmargulis@meyercg.com

Meyer Capital Group

Financial Planner
Apr 2017 - Present
Email: dmargulis@meyercg.com

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