Horter Investment Management
41yrs
Top advisor by experience in Springfield
2yrs
Danielle DeVard
Full name on record: Danielle N DeVard
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Springfield, Pennsylvania, Danielle DeVard is a fiduciary financial advisor with 2 years of industry experience. Danielle has been with Merrill Lynch, Pierce, Fenner & Smith since 2025. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 10 advisors with offices in Springfield, and one of 8 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office695 Baltimore Pike, Springfield, PA 19064
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment 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.
Career
- Oct 2025 – now
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Danielle DeVard. Danielle works from the Springfield, PA office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2024, about 2 years. 2 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?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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