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Danielle M. Moore

CFP®, MBA

Financial Advisor / Member Owner

630.357.2224

Overview

Danielle (Dahn) Moore is a financial advisor in Savant’s Naperville, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, Danielle helps clients navigate wealth management, retirement planning, tax strategies, and legacy planning with confidence.

Since entering the financial services industry in 2002, Danielle has worked in advisory roles focused on comprehensive financial planning, helping individuals and families build financial plans aligned with their goals. Her commitment to providing comprehensive advice earned national recognition in 2024 when AdvisorHub named her to its “1,000 Advisors to Watch: 200 RIAs to Watch” ranking, earning her the No. 74 spot in the ranking1, and in 2025 on its “Advisors to Watch: 250 RIAs to Watch” ranking, earning her the No. 137 ranking2.

Beyond her work with clients, Danielle remains deeply engaged in her community. After several years as a Court Appointed Special Advocate (CASA) volunteer, she joined the board of CASA of DuPage County, where she advocates for the best interests of abused or neglected children. She also serves on the Community Advisory Council of Loaves & Fishes, the largest food pantry in Illinois.

Danielle is a member of the DuPage Estate Planning Council and EPIC, an Illinois-based organization for women who specialize in estate planning.

She earned a bachelor’s degree in finance from the University of Illinois Urbana-Champaign and a Master of Business Administration (MBA) in finance, accounting, and management from Northwestern University’s Kellogg School of Management.

Outside of work and community involvement, Danielle and her husband enjoy spending time with their four college-aged sons. The family spends time outdoors, visits her parents’ family farm in downstate Illinois, and shares a love for English bulldogs. An avid reader, Danielle also participates in several book clubs.

Areas of Focus

Danielle’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

University Wealth Management

Investment management and advisory services tailored to the unique needs of professors and other university professionals.

University Wealth Management

Equity Compensation

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Equity Compensation

High-Net-Worth Divorce

Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.

High-Net-Worth Divorce

Education

  • University of Illinois
    Bachelor of Science in Finance
  • Northwestern University, Kellogg School of Management
    Master of Business Administration (MBA) in Finance, Accounting, and Management

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • Court Appointed Special Advocate (CASA) of DuPage County – board member
  • Community Advisor Council of Loaves & Fishes – board member
  • DuPage Estate Planning Council – member
  • EPIC – member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Naperville office.

Naperville

1730 Park Street
Suite 100 Naperville, IL 60563
t. 630.357.2224

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

1 2024 AdvisorHub 1,000 Advisors to Watch: 200 RIAs to Watch: This annual ranting was published in June 2024 and based on data from 12/31/22 to 12/31/23. AdvisorHub ranked financial advisors on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.

2 2025 AdvisorHub Advisors to Watch: 250 RIAs to Watch: This rating was published in June 2025 and based on data from 12/31/23 to 12/31/24. AdvisorHub ranked financial advisors on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.

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