FUNDRAISING NEWS | June 25, 2024
Financial advisor, Danielle Qualls, has joined LPL Financial with Bergkamp Financial. The team now consists of a five-person advisory team with the addition of Danielle. Qualls, previously with Stifel, manages approximately $160 million in assets.
Originally from Kansas, Qualls transitioned from corporate accounting to wealth management in 1999. She focuses on multigenerational client relationships and building family legacies. Seeking team collaboration and independence, Qualls joined LPL to integrate her approach at Bergkamp Financial, a women-led firm aligning with her client-centric values and professional goals.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
