Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Mathieu Danon

Financial Advisor

Mathieu joined Wells Fargo Advisors in 2019 and made an instant impact to the company by earning the 2019 Golden Spoke award. This award is given to team members for their service and commitment to the vision, values & goals of the Firm. This is a great representation of what Mathieu cherishes and practices in his daily life. Being a first generation American he has constantly strived to find a place that best served his principles and desires. From a young age he always found a passion for helping others and giving back to the less fortunate. Mathieu attended the State College of Florida and was accepted into the limited program for Radiography wanting to help and give back to those in need which translated to his love and passion for financial markets and educating individuals in financial literacy. Mathieu currently holds a FINRA Series 7, Series 66 securities registration and Life, Health, and Variable annuities Insurance licenses. He believes new client relationships start with a plan and trust in one another. He first looks to understand his clients’ current situation, concerns, risk tolerance, financial priorities, and most importantly how they envision living their best lives. He works to formulate a customized investment strategy and begins the development of a comprehensive investment plan. Every ongoing plan in life has a core foundation and Mathieu is ready to navigate and construct one with you to succeed in life. Mathieu was born and raised in Sarasota and still resides in the area. He is passionate about serving his community and is a member of the Young Professionals Group in the Sarasota Chambers of Commerce.

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eMoney Advisor®

A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

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