Danissa Rodriguez came to Jaykay Wealth Advisors with 8 years of experience in the wealth management industry. Her journey from administrative assistant to service manager with a local Houston advisor shows her expertise and dedication to the industry. As the Client Services Manager, Danissa assists clients on all service needs from opening accounts, account transfers, adding or withdrawing funds, and administrative updates. Her wealth of knowledge in the technology, systems and paperwork ensures seamless assistance in account-related matters.
Having joined Jaykay Wealth Advisors in 2023, Danissa was drawn to the opportunity for growth and the client-centric approach. She finds joy in building lasting relationships and relishes in the sense of accomplishment when fulfilling client needs.
Outside of the office, Danissa is a proud parent to her teenage daughter and young son. She enjoys family time, visiting the park and running a small party decoration business on the weekends.