Pickler Wealth Advisors welcomes its newest team member, Danielle Littlefield

Updated: Jan 22


Danielle Littlefield joins our amazing Service Team as a Senior Client Services Administrator. Danielle will team with Anne, Melissa, Shelby, and Erin as we work together to make a positive difference in the lives of the clients we serve.

She currently holds Series 7 and Series 63 registrations through Commonwealth Financial Network.


"I am excited to be the newest member of the Pickler Wealth Advisors Family," said Littlefield. "I have enjoyed getting to know the staff and take on my new role over the past two months. I am anxious to serve our clients and their families, and continue the PWA mission of giving back and paying forward with passion and purpose."

Originally from Northern Virginia, Danielle spent 6-and-a-half years in the Navy during which she completed flight missions all over the world. After her honorable discharge from the Navy, she started her investment career in 2014.

"Danielle is a highly capable individual and a wonderful addition to our family," said David Pickler, president of Pickler Wealth Advisors. "Not only is she experienced in the financial industry, but she selflessly served our country. We are proud to have two veterans on staff, and we are thrilled to watch Danielle grow as our Sr. Client Services Administrator!"

During her time out of the office, Danielle enjoys spending time with her family, working out, camping, and training her new Corgi puppy, Buddy. She recently relocated to Cordova, TN from Jacksonville, FL where she lives with her husband Jason and her children, Bonnie and Bryce.

Help us celebrate Danielle's arrival by sending her a message or saying hello next time you stop by!

Danielle can be reached at dlittlefield@picklerwealthadvisors.com and 901.316.0160

  • Instagram
  • Facebook - White Circle
  • Twitter - White Circle
  • LinkedIn - White Circle

Pickler Wealth Advisors   |   901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

Forbes' Best-in-State Advisor
Five Star Wealth Manager
Winner of 2019 Catalyst Award
Featured in Kiplinger's Finance
Barron's Top Advisor

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,

including possible loss of the principal invested.

 

Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

© Pickler Wealth Advisors. All rights reserved. 2020.

  • Instagram
  • White Facebook Icon
  • White Twitter Icon
  • White LinkedIn Icon