Danielle Gerbracht

Danielle Gerbracht was born and raised in Pasadena, California, and attended college at California Polytechnic University at San Luis Obispo.

Danielle began her career in sales and marketing and then expanded her horizons, and utilized her skills to manage small and mid-sized winery tasting rooms and their events.  She thrived and carried on to manage boutique luxury hotels in both Santa Barbara and Napa, California. Hosting guests, producing events, making sure the numbers worked, and organizing complex offices was Danielle’s forte. She gained great experience and a reputation for handling the many moving parts calmly under pressure.

While she loves creativity and event planning; low income and odd hours made it difficult to support herself and her childhood horse, Adagio. Danielle made the difficult decision to change careers and her combined skill set made her a great fit for the financial industry. She started at Morgan Stanley as a Wealth Advisor Associate focusing on financial planning. In 18 months Danielle worked with over 100 different advisors and their clients to produce over 450 individual financial plans for clients with up to $145,000,000. Her work has helped clients start new businesses, manage cash flow, children’s medical and educational expenses, and achieve financial independence. Danielle carried financial planning into her investment practice and now provides investment advice for her clients as well.  After seven years with Morgan Stanley, Danielle followed her values and joined LPL and the Keystone Financial Group where she is able to serve clients of all sizes.

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