Fast growing firm strengthens resources by adding ultimate people person
June 2, 2017
Modern Family Asset Management (http://www.modernfamilyam.com) announced today that Susan Danna has joined the firm to further develop their growing practice and help in client relationship management. Susan Danna comes with a wealth of experience within the Industry, having spent the last thirteen years at several other firms where she was instrumental in acquiring new clients and maintaining client satisfaction.
Fred Quattlebaum, Managing Partner said “Susan’s wealth of experience and industry knowledge has already made her a key addition to Modern Family. my business partner John Stackhouse and I view her appointment as a sign of our commitment to being a client first firm. I’m confident that Susan will play a key role in providing and implementing high quality solutions for our clients.”
A native of North Carolina, Susan Danna lives in the Columbia area. Susan believes that “planning for your financial future is one of the most important opportunities we all receive to protect ourselves and our families”. She is happily married to Paul Danna. The couple have two rescue dogs that they affectionately term their “children”.
About Modern Family Asset Management
Modern Family Asset Management (www.modernfamilyam.com) is a full service independent financial advisor firm and our advisors are registered representatives with LPL Financial. Having over 45 years of combined experience of caring for their client’s assets, Modern family has come to an understanding of how to provide a rewarding relationship with a client. Their core areas include:
• Financial Planning
• Investment Management
• Insurance Planning
• Legacy Planning
• Retirement Strategies
Securities offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Good Life Advisors, LLC, a registered investment advisor.
Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC
