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Danielle E. Livellara
Danielle E. Livellara
Financial Advisor
Financial Planning Associate
69 Swift Street
P.O. Box 1095
South Burlington, VT 05402
tel: 802-652-6074
toll free: 800-446-0193
fax: 802-860-1623
Email Me
Welcome Associations Education Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Vermont Symphony Orchestra Chorus
    Vermont
  • Ruffed Grouse Society
    Green Mountain Chapter
    Vermont
  • Burlington Business Association
    Burlington, VT
  • Women Business Owners Network
    Vermont
  • The Oriana Singers
    Vermont
  • Burlington Choral Society
    Burlington, VT
  • Vermont Business for Social Responsibility
  • Vermont Italian Cultural Association
  • Northeast Organic Farming Association of Vermont
  • Vermont Cheese Council
  • Women Helping Battered Women
Education and Licensing
  • BA - Environmental Studies, 1995
    University of Vermont
  • Financial Planning Associate Designation, 2007
    Smith Barney
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Annuity Insurance Licensed
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
Danielle E. Livellara is licensed in the following state(s): MA, NY, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Recessions and Bear Markets (pdf)

100 Point Commentary (pdf)
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