Rick Danielson

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Senior Vice President – Investments
Danielson-Tate Wealth Management
1590 W Causeway Approach
Ste 1
Mandeville, LA 70741

Phone: 985-674-7000

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in the Mandeville office. Joining with Doug Tate, financial advisor at Benjamin F. Edwards & Co, we formed Danielson-Tate Wealth Management where our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation. I began my financial services career in 2004, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies. Prior to that I served nine years as a Commissioned Officer in the U.S. Air Force.

When I’m not working, I like to spend time with my wife, Stephanie, and our five children—Gabrielle, Elise, Austin, Reid and Marie Claire. I love to travel with my family to the beach and play golf a few times a year. I am deeply committed and involved in my community where I am actively involved in numerous service organizations. In addition, I’m an avid fan of the New Orleans Saints football team and an aspiring guitar player.

Areas of Concentration

  • Asset Allocation
  • Business Owner Services
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Management


  • University of Alabama; Master of Arts Degree in Sports Fitness Management
  • University of Alabama; Bachelor of Arts Degree in Communications/Public Relations

My Community Activities

  • Kiwanis Club; Member
  • Lakeview Regional Medical Center; Board Member
  • Tammany West Chamber of Commerce, Recreation District #1; Board Member