Danielle Titus

Experience

• 

  Raymond James & Associates, Inc

  Mar 2006 - Nov 2015

  Provided problem resolution and incident management services for the highest producing advisors at Raymond James. Researched and resolved complex issues involving multiple areas within the firm. Developed and conducted training for new hires within the department. Executed trades for clients in the absence of their advisor.

  • Concierge Services Resolution Services

    Apr 2014 - Nov 2015

  • Retirement Plans, Client Services, and Branch Services

    Mar 2006 - Apr 2014
• 

  Blue Chip Partners, Inc., An Independent Firm

  Nov 2015 - Apr 2019

  Client Services Specialist

  Provide excellent customer service. Prepare documents needed to successfully onboard new clients and follow through to completion. Process client trades through Tamarac. Train fellow associates.

• 

  Blue Chip Partners, LLC, An Independent Firm

  Apr 2019 - now

  Client Services Manager

  Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risk and to stay invested when market volatility occurs. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Show less