Wealth Strategies names Spence relationship manager

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Danielle Spence

Danielle Spence is a relationship manager at Wealth Strategies.

Brentwood-based Wealth Strategies Partners recently announced the hire of Danielle Spence as relationship manager. 

In this role, Spence will focus on building the practice’s relationships and providing comprehensive, tailored wealth management solutions to its high-net-worth clients. 

Spence brings nearly two decades of financial industry experience to Wealth Strategies Partners. Prior to joining the organization, she served as a VP of private banking at ServisFirst Bank, where she provided comprehensive, personalized banking services to individuals with significant high-net-worth relationships. She has extensive trust and investment management expertise as well as commercial banking and lending experience. 

“Adding Danielle to our team at a time when the practice is growing rapidly is exciting for both our clients and our business,” said Paul Allen, CFP. “She will help strengthen and grow our client relationships so that all of our partners can experience the full, long-term benefits of our total wealth management offering.” 

She holds the Series 7 General Securities Representative license and certification by the American Bankers Association as a Certified Trust and Financial Advisor.   

A leader in the Nashville community, Spence currently serves as a board member with the Board of Directors for Women in Numbers and Family Affair Ministries. She is also a graduate of Young Leaders Council. 

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