CLIENT SERVICES SPECIALIST
Danita has more than 20 years of financial experience. She began her career in the banking world, but a desire to learn more about investments, and her excitement about the industry’s growth, led her to shift focus. Now she supports people who are working toward their financial goals. Danita is happiest when she’s meeting the needs of clients and cultivating relationships with them, which is something she does in her client support role every day. As a graduate from the University of North Alabama who grew up in Decatur, Danita has strong ties to the community. She lives in Athens, AL with her husband and 11-year-old son, Brayden. Spending time with family, going to church, and contributing to the local community are all very important to her. She also supports the United Way, Boys & Girls Club of Alabama, and other organizations. When not serving clients or her community, Danita enjoys shopping, reading, decorating, and traveling.
EDUCATION:Calhoun Community CollegeUniversity of North Alabama
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Retirement and investment planning to enjoy your golden years.
254 Moulton St. E, Suite 200
Decatur, AL 35601
Located in the River Bank & Trust Building
(256) 584-2500 (main)
(256) 584-2600 (fax)
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