Morgan Stanley
46yrs
Top advisor by experience in Colchester
20yrs
Danielle Bower has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Colchester, Vermont. Danielle has been with Morgan Stanley since 2017; before that, Danielle spent ten years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 136 advisors with offices in Colchester, and one of 128 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office105 West View Road 5th Floor, Colchester, VT 05446
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMorgan StanleyCurrent firm
- 2006 – 2017MerrillPreviously
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call Morgan Stanley at 914-225-5510 and ask for Danielle Bower. Danielle works from the Colchester, VT office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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