Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Naples
6yrs
Danielle E Tieman
Financial advisor at Truist Advisory Services
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office801 Laurel Oak Dr, Naples, FL 34108
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther 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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowTruist Advisory Services, Inc.Current firm
- 2020 – 2022Fifth Third Securities, Inc.Previously
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Danielle
How do I contact Danielle?
Call Truist Advisory Services at 800-874-4770 and ask for Danielle E Tieman. Danielle works from the Naples, FL office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Danielle hold?
Series 63, Series 65. 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?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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