Danielle Frazier is an accomplished financial services professional with more than two decades of experience spanning wealth management, asset management, and client advisory. Since entering the industry in 2005, she has held key roles at leading institutions including Washington Mutual, JP Morgan Chase, Crossmark Asset Management, Mercer Advisors, and Captrust Financial Services. Throughout her career, Danielle has built a reputation for delivering exceptional client service, operational excellence, and strategic support that helps individuals and families achieve their long-term financial goals.
Danielle’s professional expertise is complemented by a deep commitment to community engagement and mentorship. She has volunteered with numerous organizations, including Communities in Schools, Civil Society, the Houston Food Bank, Kids’ Meals, Medical Bridges, Junior Achievement, 3rd Decade, and the Alley Theatre. Within her companies, she has served as a mentor to 12 employees, supporting professional development and career advancement.
A passionate advocate for financial empowerment, Danielle partners with Dress for Success Houston, where she helped design a six-part financial literacy curriculum. She has personally delivered this program to women veterans for the past five years. She also develops and presents financial education workshops for Lone Star College advisors and students, helping broaden financial understanding for emerging professionals.
Danielle earned her BA in Psychology from The University of Texas at San Antonio in 2001 and attained the CERTIFIED FINANCIAL PLANNER™ designation in 2021, reflecting her commitment to professional excellence and ethical practice.
Outside of her professional and volunteer work, Danielle enjoys traveling, attending theatre performances, spending time outdoors with her two dogs, and connecting with family and friends.
