Broker Check

Get To Know Us Wednesday: Danielle Chouinard

| September 09, 2020
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At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase the group of hard-working individuals we have. Our employees are extremely dedicated, committed, and driven to provide our clients with the best possible service and care. In this month’s edition of PCG’s Get To Know Us Wednesday, we are highlighting our Senior Client Service Associate, Danielle Chouinard.

Danielle has spent most of her life in the Greater Hartford area. Alongside her parents, older brother, twin sister, and younger sister, Danielle is a Canton native. Prior to joining Private Capital Group in 2018, Danielle graduated from Central Connecticut State University with a B.A. in Business Management, and shortly thereafter, started working at Private Capital Group in the Operations Department. However, she quickly transitioned into a more client-facing role on the Client Service Team.

        

 

In her role, Danielle has excelled at helping bring financial peace of mind to all clients that she comes in contact with. In addition to her warm and friendly personality, Danielle’s ability to connect and effectively communicate with clients allows her to build strong, trusting relationships with them, alongside the client’s advisor. Danielle is extremely grateful to work closely with PCG’s clients, whom she believes are extremely pleasant and delightful. In addition to recently completing the Life, Accident, and Health License, Danielle is currently studying for the Series 65. By doing so, Danielle is confident that broadening her financial education will allow her to better serve clients in the future.

When Danielle is not furthering her financial education, she enjoys taking her golden retriever, Tucker, on hikes of the various trails that Connecticut has to offer. Over the past few months, Danielle has picked up a few new hobbies. In building her very first home garden, Danielle is ecstatic with the unexpected success that it has had. So far, she has grown tomatoes, cucumbers, onions, and herbs; she hopes to build on her success and expand her garden even further. Danielle also recently bought her first set of golf clubs and hopes to continue the newfound hobby with her friends and family.

Private Capital Group is extremely excited to have Danielle as a part of our team and in her leadership role as Senior Client Service Associate. Her dedication to Private Capital Group allows us to operate smoothly, effectively, and efficiently every day. We cannot wait to see what the future has in store for Danielle both at PCG and beyond! We hope you can meet Danielle in person and learn a little more about her story when we are able to have you back in the office.

If you would like to learn more about Danielle, please view her “Quick Fire” answers. Also, be sure to check her out on LinkedIn!

 

Introduction 

  1. First and Last Name: Danielle Chouinard 
  2. Nickname: Danielle 
  3. Job Title: Senior Client Service Associate 
  4. Hometown: Canton, CT 
  5. City and state you currently live in: Canton, CT 
  6. College Graduated: Central Connecticut State University 
  7. Family: I have an older brother, twin sister, and younger sister 

 

Expertise and Work Experience 

  1. Professional Expertise/Specialization: B.A. in Business Management from Central Connecticut State University 
  2. What did you do before working at PCG?: Worked as a Shift Manager at a Restaurant 
  3. Favorite Part about working with PCG clients: As a Client Service Associate, I am grateful to communicate with clients daily and I am always delighted with how pleasant and kind clients have been.  
  4. Why do you enjoy working at PCG?: I enjoy working at PCG because while I have a fantastic relationship with my colleagues and learn so much about the industry, I also have the privilege of working with the most wonderful clients.  
  5. Most fond memory while working at PCG: I love meeting clients in the office, and I miss the joy of being introduced to clients that I’ve communicated either over the phone or through email with.   

 

Featuring Achievements 

  1. ALL Designations/Certifications: Life Accident and Health Licensed 

 

Charity and Organizational Involvement 

Charity/Organization: 

  1. Charity Name: Habitat for Humanity 
  2. Level of Involvement: Annual build 
  3. Why is this charity/organization important to you? I’ve very much enjoyed the builds I’ve done with Habitat for Humanity. It’s a wonderful organization and it feels great to help communities nearby.  

 

Personality and Other 

  1. New Hobby or Activity During Stay-at-Home: I built my first garden and was more successful than I anticipated (tomatoes, cucumbers, onions, herbs). I also bought my first set of golf clubs and have been frequently golfing at local courses.   
  2. What has COVID-19 made you appreciate most?: It made me appreciate spending time with my family and I’ve enjoyed being able to spend time outside. I’ve gone on so many walks & hikes with my dog and I think it was a great time to slow down and cherish simpler things.  
  3. Dogs or Cats: Golden Retriever named Tucker 
  4. First job: My first job in high school was a busser at a restaurant. Then I worked as a host, waitress, bartender and shift manager.  
  5. Dream travel destination: Santorini, Greece 

 

Contact information 

  1. LinkedIn: Danielle Chouinard
  2. Email: dchouinard@pcgct.com

 

Additional Information: 

I have been spending a large amount of my recent free time studying for my Series 65 and I hope to pass the exam. I recently obtained my Life, Accident and Health Insurance License and I will continue to work on more certifications as I grow with Private Capital Group. I am thankful that my professional growth is so encouraged by PCG especially so early on in my career and I am looking forward to more to come.

 

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice.  A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note:  If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  PCG shall continue to rely on the accuracy of information that you have provided.
If you do not want to receive further editions of this newsletter, please contact Private Capital Group at 860.561.1162, or e-mail: privatecapitalgroup@pcgct.com, or write to us at Private Capital Group, LLC, 29 S. Main Street, West Hartford, CT 06107.
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