Planned & Tax Advantaged Giving Series: 1
Time & Location
About the Event
Have you ever wondered about the best ways to give? In this first of a dynamic two-part series, Danyell Jones will help you transform your approach to philanthropic giving, maximizing your impact in a way that aligns with your values and with your tax returns.
Danyell is one of the most sought-after financial advisors in the Tampa Bay Area, having delivered informative keynote talks to notable local and national organizations (including the Tampa Bay Buccaneers, Women in Sports and Entertainment and more than a half dozen Fortune 500 companies).
With over 18 years of experience that includes: investment management, venture capital, philanthropic governance and strategic consulting, Danyell brings a wealth of knowledge along with a fresh empowered approach to personal financial wellness and the creation of personal legacies. She prides herself on service as a passionate advocate for her private clients, emphasizing a strategic, tax-mitigate approach to achieving life's most important financial goals and leaving an enduring family legacy.
Danyell holds both series 7 and series 66 financial licenses and focuses on well-rounded financial planning, estate planning and risk management through her practice at Raymond James Financial.
She is active in a number of community and philanthropic endeavors and Tampa Bay Wave is fortunate to have her advocacy and involvement through a Board committee.