Client Services Associate
As a self-proclaimed professional organizer, Danielle Lewis has made a career of taking care of people’s needs. As our Client Services Associate, she enhances our clients’ experience through responsibilities that include preparing and processing client paperwork for advisory meetings and account management. She also assists with client events and marketing efforts, such as our newsletter and blog.
Before joining the Heritage team, Danielle spent four years in hospitality and event planning, with perhaps her most exciting (and exhausting!) time serving on the hospitality team for the NBA All Star game in New Orleans. She also spent nearly three years in public relations and communications work for a government consulting firm. The common thread weaving her experiences together has been a passion for enhancing people’s lives, which she is now excited to do for our clients every day.
Outside of the office, Danielle can be found listening to everything from big band classics to Celtic rock. Her favorite television show will always remain “Friends,” and Danielle is convinced that Monica—with her dedication to cooking, cleaning, and organization—is her spirit animal.
Education and Designations
B.S., Professional Communications, Old Dominion University
Alpha Xi Delta, Alumna Sister
Former President, Tidewater Alumnae Association