Danica Bolton is Director of Operations for Financial Harvest Wealth Advisors in Winter Park, Florida. Danica assists with cash flow needs, account maintenance, service requests, trading, and communications to client. Danica holds FINRA Series 7, 63, 9, and 10 licenses, and is currently studying for the Series 65 Investment Advisor license.
Danica analyzes clients’ assets to create efficient portfolios and has worked in the financial industry since 2016.
“At Financial Harvest I do the day-to-day trading,” she said. “I work on the investment plans for prospective clients. I like working behind the scenes.”
A native of Raleigh, North Carolina, Danica taught herself how to fund her education when she went to college in Florida and discovered she liked helping people understand their financial options.
During her undergraduate studies, while thoroughly researching and applying through FAFSA for grants, scholarships, and loans, she became a trusted source of knowledge for her peers who were also navigating these same challenges.
“I became good at learning the ins and outs and knowing where assistance and help was available and how to be strategic about it,” Danica said.
“In my adult life I understood the importance of breaking a cycle of thinking that had prevented financial stability and wealth. Instead, my husband and I began objectively looking at our situation, charting out a detailed plan, and implementing that plan with discipline.”
What I like about this field is that it is well-defined with clear boundaries with a variety of options available to you. Our clients come in with an end goal in mind for their financial health, but the steps they take to achieve that goal are always different. Through active listening, clear communication, and intentional questions, we build out efficient wealth management plans and pivot as life circumstances change while still holding true to our investment philosophy.
One of the most satisfying aspects of our calling is taking something that may feel overwhelming or chaotic and partnering with the client to determine a creative, disciplined, and multi-faceted plan to reach their goals. We see our clients feel empowered and confident in their journey, which is inspiring and motivating for us as a team.
I enjoy working on a team where each person is committed to the client first. We learn about their families, their interests, their dreams, and we are privileged to play a part in helping support each of those aspects of their lives. As a former teacher, I also appreciate the dedication to financial education we provide both to our clients and to the community through our retirement and wealth creation courses, Webinars, and Coffee Talks.
- University of Central Florida, Orlando, Florida, M.Ed., 2015
- Flagler College, Saint Augustine, Florida, B.A. Elementary Education, 2011
- FINRA Series 7, 63, 9, 10
- Financial Harvest Wealth Advisors, Winter Park, Florida, 2019 to Present
- Charles Schwab Advisor Services, Winter Park, Florida, 2016-19
- Seminole County Public Schools, Sanford, Florida, 2012-16
- Spark Enrichment Center, Winter Springs, Florida, 2012-14
My husband, Kevin, and I are always active and outside. I love distance running and run a number of marathons and half-marathons each year. I’m also working on music collaborations with a friend.
Kevin manages a local bike shop and is active in the mountain and road biking community in the Oviedo and Winter Springs area. He leads weekly rides through Soldier’s Creek and joins other riding groups throughout the week.
We have been able to meet a lot of great people and get more involved locally through our respective sports. We volunteer with trail clean-ups, local foot races, and other conservation efforts.
We are active in our church, Crosslife in Oviedo, and volunteer with the Security team and Baptism ministry.