Danielle Blunt

Background

About Danielle Blunt

In my role as Founder, President, and Private Wealth Advisor at Blunt Wealth Services, I lead a diverse team of dedicated professionals responsible for managing assets across multiple generations. Our approach is rooted in education, empowerment, and creating tailored financial roadmaps that address our clients’ unique needs and goals. I founded Blunt Wealth Services to provide personalized and objective financial advice. Our alignment with Raymond James, provides myself and my team access to ultramodern technology and robust resources, allowing us to offer our clients exceptional service with the independence to act solely in their best interests. My clients often describe me as “the steward of their financial future,” a role I take great pride in. Whether helping clients avoid costly retirement mistakes, managing the financial complexities of divorce, or creating strategies for wealth preservation, I aim to provide clarity and confidence at every stage of life. I prioritize exceptional service and embracing complex challenges, all in the pursuit of enabling our clients to realize their financial aspirations. As a Certified Divorce Financial Analyst® (CDFA®) with over two decades of experience, my passion is helping women executives, widows, and those navigating divorce—regain control of their finances, build long-term security, and create a future they can feel confident about. I specialize in retirement income planning, ensuring clients can enjoy the lifestyle they’ve worked hard for, with the freedom to pursue what matters most to them. I also focus on alleviating financial worries, like running out of money or becoming a burden to family, by fostering a collaborative partnership. Many women I work with appreciate my empathetic approach, where I empower them to take control of their financial futures while navigating challenges together. As I often say,"People hire me to tell them the truth." This principle guides me in evaluating options, addressing blind spots, and helping my clients make decisions that align with their best interests. For important disclosure information, please see "social media disclosure"link in the contact info section Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Blunt Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm