Danny Grove thrives when he helps clients navigate successful financial journeys. Every individual has personal aspirations and life goals, which are impossible to separate from financial goals. Do they want to leave a lasting legacy, give back to the community, provide for loved ones, or a mix of these? Each potential outcome requires a personalized financial plan to guide them through market fluctuations.

Danny uses Sequoia’s comprehensive resources to tailor his strategies to these multi-faceted goals in an open and transparent manner. He recognizes success is personal and can’t always be measured by a portfolio’s performance relative to its benchmark. No matter the end goal, when clients feel empowered in their financial decision-making, they feel confident and understand the rationale behind certain decisions.

Danny has his Series 65 license and has earned a B.S. in Business with a Finance major from Miami University (Ohio.)

He’s from Avon Lake, Ohio, and lives in Westlake, Ohio. Danny enjoys golfing, exploring new restaurants in northeast Ohio, and vacationing in Hilton Head Island, SC.