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