Danielle Sollecito has been recognized as one of:

• 2025 Forbes Best-In-State Wealth Advisors
• 2025 Top Women Wealth Advisors Best-in State by Forbes
• 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 25 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.


2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com) View Award Disclosures

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) View Award Disclosures

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) View Award Disclosures

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) View Award Disclosures

Debra Romano is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank within the Wealth & Investment Management division. She serves South Carolina and Western North Carolina in the Southeast division, as well as Mississippi in the Central division. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Romano works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Debbie collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
Prior to joining Wells Fargo Bank, Ms. Romano was the Director of Business Development for an independent wealth management firm in Asheville, NC for 3 years, where she specialized in client procurement, client retention, and marketing. She also spent over 16 years working directly in the nonprofit sector. She has been in the financial services industry for more than 15 years.
Ms. Romano earned a Bachelor of Science in Organizational Communications from The University of Texas at Austin. She earned her Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services in 2018 and has completed 21/64 Certified Advisor training.
Ms. Romano has served on several nonprofit boards throughout NC and SC. She currently serves the South Carolina Planned Giving Council and Charleston Promise Neighborhood.