Danielson-Tate Wealth Management

Branch Team

Rick Danielson - Senior Vice President – Investments
Douglas C. Tate, ADPA®, CLTC, CLU®, CMFC®, CRPC® - Vice President – Investments

Our Approach

“Treat your clients the way you want to be treated” is the ideological cornerstone of our financial services practice. It’s also an approach to client service shared by our firm, Benjamin F. Edwards & Co.

Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have the knowledge and perspective to implement financial strategies that will help you move smoothly through life’s transitions.

Together, Rick Danielson and Doug Tate formed Danielson-Tate Wealth Management of Benjamin F. Edwards & Co. Working side-by-side, 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. We provide top-notch client service and quality advice, today, tomorrow and in the many years ahead.

Areas of Concentration

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

Location

Address:
1590 W. Causeway Approach Suite 1 Mandeville, LA 70741

Phone: 985-674-7000
Toll Free Phone: 855-674-7001