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Danielle E. Livellara
Danielle E. Livellara
Financial Advisor
Financial Planning Specialist
69 Swift Street
P.O. Box 1095
South Burlington, VT 05402
tel: 802-652-6074
toll free: 800-446-0193
fax: 802-860-1623
Email Me
Welcome Associations Education Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Vermont Symphony Orchestra Chorus
    Vermont
  • Women Business Owners Network
    Co-Coordinator
    Vermont
  • Burlington Business Association
    Burlington, VT
  • Vermont Business for Social Responsibility
  • The Oriana Singers
    Vermont
  • Burlington Choral Society
    Burlington, VT
  • Women Helping Battered Women
  • Vermont Italian Cultural Association
  • Northeast Organic Farming Association of Vermont
  • Ruffed Grouse Society
    Green Mountain Chapter
    Vermont
Education and Licensing
  • BA - Environmental Studies, 1995
    University of Vermont
  • Financial Planning Associate Designation, 2007
    Smith Barney
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Annuity Insurance Licensed
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
Bulletin Board
  • Finances for Life. Your assets could be doing more for you. So could we. To get what you want out of life, make sure you are getting what you need from your assets. Contact us for a free consultation.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
Danielle E. Livellara is licensed in the following state(s): DE, FL, MA, NH, NY, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

100 Point Commentary (pdf)
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