Danielle M. Paganuzzi

Senior Vice President

As a Senior Vice President, Danielle is an incredible advocate for clients, serving as a direct point of contact and a key resource for our Melville, NY team.

Danielle is passionate about contributing to projects and initiatives that enhance client service and is responsible for the overall delivery and management of the client experience to meet the highest standard of excellence.

Prior to joining predecessor firm GM Advisory Group, Danielle spent nearly two decades at KLS Professional Advisors Group, a subsidiary of Boston Private Financial Holdings, rising to the level of Director and Chief Operating Officer of the Financial Management Group. At KLS, Danielle was responsible for client account management which entailed advising high-net-worth individuals on all areas of wealth and investment management, including estate, insurance, retirement, and tax planning, as well as the firm’s compliance matters.

Danielle lives on Long Island with her family. She is a competitive equestrian and avid boater, and she enjoys tennis and platform tennis. Sharing our firmwide commitment to service, Danielle supports Push to Walk and the Leukemia & Lymphoma Society’s Team in Training.

Previous Experience

  • Director of Client Service and Operations at GM Advisory Group
  • Director and COO of Financial Management Group at KLS Professional Advisors, LLC

Education & Credentials

  • Life Insurance Agent
  • Graduate Certificate in Financial Services Compliance, Seton Hall University School of Law
  • MBA, Long Island University
  • BA, Drew University, Economics

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.