
Dannea Williams Bell has been with Equanimity Wealth and Investing since 2018. She came from the banking industry and is knowledgeable in loans and credit ratings. As an Executive Assistant for Carrie Waters Schmidt, Dannea is responsible for answering client questions, preparing and processing account paperwork for both opening and servicing of accounts and organizing the group’s work calendar. Dannea is the main point of contact for scheduling appointments, handling all account paperwork and client account servicing. She is currently working towards becoming a Financial Planner to further help others reach their financial goals through both growth and stability. When not working or studying, Dannea enjoys spending time with her family, watching true crime documents, and playing word games.