Dannielle Moussally

Dannielle Moussally is a founding partner of Dakota Wealth Management and the first point of contact for Dakota’s clients, prospects, and team members, a responsibility she assumes with grace and enthusiasm. With more than a decade of experience in client services, more than seven years at Banyan Partners, Dannielle has developed a strong interpersonal and communication skill that is invaluable when conveying the firm’s message and intention to its clients and business partners.

The combination of her industry knowledge and administrative background allows Dannielle to deliver a personalized, high-quality experience to the firm’s clientele. Her strong organization skills coupled with her creative approach result in swift and accurate resolutions to even the most complicated administrative issues our clients may face. Dannielle has a natural ability to treat each client with special care, and always makes them her priority.

Dannielle has achieved designation as a Financial Paraplanner Qualified ProfessionalTM (FPQP) issued by the College for Financial Planning.

In her spare time, Dannielle enjoys reading (favorite authors are Joseph Campbell and Eckhart Tolle), spending time with family, and outdoor exercise. She also likes to travel, to visit all 50 states prominent on her bucket list.