We are honored to be recognized as one of Forbes Best-In-State Wealth Management Teams for 2023.2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Best-In-State Wealth Management Teams 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. Fee paid for use of marketing materials.
Danielle Cerrito
- Client Associate
Danielle began her professional career in 2001 with a large real estate title company in New York City, where she gained a solid foundation in the housing market. In 2004, she shifted her focus to the mortgage industry, joining Ameriquest Mortgage Company as a loan processor. Danielle thrived in this role, enjoying the collaborative environment and the satisfaction of helping families achieve the dream of homeownership. Her passion for supporting clients, coupled with a keen understanding of the real estate and mortgage markets, fueled her ambition.
Once her children reached school age, Danielle was eager to return to the workforce. She found an unexpected opportunity at Surmanek Wealth Management as a Client Associate. Although new to the wealth management industry, her prior experience working with clients to achieve their financial goals translated seamlessly. With her passion for helping others and a natural ability to connect, Danielle found success in her new role, continuing to support and empower clients in their financial journeys.
Once her children reached school age, Danielle was eager to return to the workforce. She found an unexpected opportunity at Surmanek Wealth Management as a Client Associate. Although new to the wealth management industry, her prior experience working with clients to achieve their financial goals translated seamlessly. With her passion for helping others and a natural ability to connect, Danielle found success in her new role, continuing to support and empower clients in their financial journeys.