Danielle Sollecito, AAMS
Senior Financial Advisor
Vice President - Investments
Phone: 843.446.9076
Email: Danielle.Sollecito@wellsfargo.com
Danielle Sollecito has been recognized as one of:
- 2024 Top Women Wealth Advisors Best-in-State by Forbes
- 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State
As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs.
Before entering the financial services industry, I graduated from Coastal Carolina University with a degree in Business Finance and have worked as a Financial Advisor in the Myrtle Beach area since 2008. Originally from Upstate New York, I have lived in the Myrtle Beach area for over 22 years. Away from the office, my husband Peter and I live in Myrtle Beach with our three children. Our oldest son is currently attending the University of South Carolina and away from the office we are typically active with our younger children. I serve on the board of the Rape Crisis Center of Horry & Georgetown Counties along with the Wall College Board of Visitors at Coastal Carolina University. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Barry Halpern
Registered Client Associate
Phone: 843.353.3341
Email: barry.m.halpern@wellsfargo.com
My Mission
I am in the business to help enhance the lives of our clients, the foundation which I believe is freedom-freedom to live the life they choose, knowing they have someone helping them plan and navigate the way.
My commitment to you
-Always put you and your family's needs first-Be worthy of your trust, earning it daily by delivering
-Responses to our questions or concerns in a timely manner
-Use of online tools to help you stay connected with your money
-Easy to understand language
Background and experience
I began my financial career with Wells Fargo Advisors in 2011. During my time with Wells Fargo & Company, I had many roles and opportunities to grow within the company. I spent 6 years with the retail bank, which provided me a great opportunity to help clients financially on a day to day basis. From these interactions and client experiences I was able to move into my current role as a Registered Client Associate at Wells Fargo Advisors. This transition has allowed me to use my organizational skill and Client First mentality into a role where a major focus is the client relationship.
Personal
Away from the office I enjoy spending time with my wife and 2 children. We regularly go on family bike rides, golf cart rides, partake in various outdoor activities and rounds of disc golf.
I am in the business to help enhance the lives of our clients, the foundation which I believe is freedom-freedom to live the life they choose, knowing they have someone helping them plan and navigate the way.
My commitment to you
-Always put you and your family's needs first-Be worthy of your trust, earning it daily by delivering
-Responses to our questions or concerns in a timely manner
-Use of online tools to help you stay connected with your money
-Easy to understand language
Background and experience
I began my financial career with Wells Fargo Advisors in 2011. During my time with Wells Fargo & Company, I had many roles and opportunities to grow within the company. I spent 6 years with the retail bank, which provided me a great opportunity to help clients financially on a day to day basis. From these interactions and client experiences I was able to move into my current role as a Registered Client Associate at Wells Fargo Advisors. This transition has allowed me to use my organizational skill and Client First mentality into a role where a major focus is the client relationship.
Personal
Away from the office I enjoy spending time with my wife and 2 children. We regularly go on family bike rides, golf cart rides, partake in various outdoor activities and rounds of disc golf.