Dannielle Moussally

Dannielle Moussally serves as a founding partner at Dakota Wealth Management, where she assists the Founder and Chief Executive Officer, Peter Raimondi, in her role as Senior Executive Assistant. With over a decade of experience in client services, including more than seven years at Banyan Partners, Dannielle has honed exceptional interpersonal and communication skills that are essential for effectively conveying the firm’s message and intentions to clients and business partners.

Her blend of industry knowledge and administrative expertise enables Dannielle to provide a personalized, high-quality experience for the firm’s clientele. Her strong organizational skills, combined with her creative problem-solving approach, lead to prompt and precise resolutions for even the most complex administrative challenges our clients encounter. Dannielle naturally treats each client with special care, consistently prioritizing their needs.

Dannielle is a proud holder of the Financial Paraplanner Qualified Professional^TM (FPQP) designation from the College for Financial Planning.

In her free time, Dannielle enjoys reading—her favorite authors include Joseph Campbell and Eckhart Tolle—spending quality moments with family, and engaging in outdoor exercises. She also loves to travel, with a goal of exploring all 50 states prominently featured on her bucket list.

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