Dannielle Roberts | Modern Woodmen Financial Representative

Dannielle Roberts

FIC, RICP®

Dannielle Roberts

FIC, RICP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Dannielle Roberts
At work

At work

At work

Why I do what I do

Why I do what I do

I am passionate about helping my clients with their financial goals. We work together to create a plan based on individuaiized needs.

I serve members in…

Alabama, Mississippi, Tennessee, Georgia and Florida

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

people in all stages of life, whether it's a family just beginning the steps to secure their future or a retiree embarking on the journey they've dreamed of for years.

I am very proud of…

attaining MDRT status for the past seven years.

Before Modern Woodmen, I…

owned and operated a photography studio with my husband.

I chose Modern Woodmen because…

I believe in the organization. Twenty years ago, I sat down with a Modern Woodmen representative who helped me put my financial plan in place. Now I have the opportunity to return the favor by assisting my clients each and every day.

The best part of my career is…

helping my members. Whether it's planning for retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

a young mother told me that immediately after her horrific accident she had peace of mind knowing that if she did not survive, her family would be financially secure because of the life insurance plan we had recently put in place.

“I am passionate about helping my clients with their financial goals. We work together to create a plan based on individuaiized needs.”
At home

At home

At home

My life outside of work

My family includes…

my husband of 37 years, my two children, their spouses, and three beautiful grandchildren.

In my free time, you can find me…

relaxing by the lake with my family.

I’m passionate about…

my family, my friends and my faith.

My greatest blessing is…

the opportunity that each day brings to make an impact on someone's life and future.

My personal motto is…

everyone deserves respect.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for 25 years.

What I like best about my community is…

people genuinely care for one another.

I’m a member of…

Faith Fellowship Church, MDRT, NAIFA,

My favorite volunteer activities are…

Modern Woodmen Chapter events. Nowhere else have I been a part of an organization that thrives on giving back to local communities more than Modern Woodmen and its members.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

Current insights

Current insights

Members love the new Birthday Book Club box! In their box, kids receive a free, age-appropriate book along with an activity sheet you can work on together. Want your kids to join? Ask me how!

Looking for ways to save money this Earth Day (and beyond)? Try these four eco-friendly financial habits. 🍃 1. Reduce energy consumption. Save on utility bills by using energy-efficient appliances and turning off lights. 2. Use public transportation. Save money on gas by using public transit, biking or carpooling. 3. Buy second-hand. Purchase used items to reduce waste and save money. 4. Conserve water. Install water-saving fixtures and be mindful of usage to lower your bill.

Hey, members! Want to plug into your community? Don't miss out on a chance to give back and meet amazing people. Our next chapter event will feel complete with you there! Ask me for details. #FOMO

Don't put all your eggs in one basket – a good financial plan encompasses many things. 🥚 From protection and savings to retirement and estate planning, we can help. Let's chat.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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