Danielle Louton, CFP®, ACFBA, CEPA

Danielle Louton is a Partner at Summit Trail Advisors where she collaborates with successful entrepreneurs, business owners, and their families to develop and implement sophisticated wealth management strategies. Her expertise spans tax planning, wealth transfer planning, impactful philanthropic planning, and family governance, making her an invaluable resource for enterprising families aiming to achieve their life and legacy goals. Before transitioning to the financial services industry, Danielle practiced law at Baker & Daniels (now known as Drinker Faegre), specializing in multi-generational estate planning. She later served as the Head of Wealth Planning Services for BNP Paribas’ Bank of the West’s Key Client Group, where she led efforts to provide wealth planning to ultra-high net worth clients and their families. Danielle resides in Marin County, California, where she enjoys hiking, Pilates and spending time with family and friends.