Senior Registered Client Associate
Focus
Jodie Daniel is dedicated to helping clients with their financial needs by establishing and processing all aspects of new accounts and servicing existing clients. She builds strong client relationships by prioritizing communication and accuracy. She values organization and responsiveness, helping to create a seamless client experience.
Prior to joining Riazzi Rhyne & Swaim Investment Group in 2014, Jodie worked as a registered client service associate at Ameriprise Financial for seven years, where she obtained both her general securities registration and life insurance license.
Education & Professional designations
- University of North Carolina Greensboro Bachelor of Science in Business Finance
- FINRA Series 7 & 66 licenses
- North Carolina Long-Term Care (LTC) and Life & Health Insurance License
Outside the Office
Jodie enjoys spending time with her husband, Brian, and their two sons, Hayes and Brooks. Their family is involved in sports and often spends weekends at the football and baseball fields. They also enjoy visiting Holden Beach with their extended family. In her free time, Jodie likes reading thrillers and historical fiction, taking dance classes, and going on neighborhood walks with their dog, Peanut.
