Focus Stories

Focus on Krise Wealth Management Group

By Beverly Sorrells1 min read
Beverly Sorrells

For nearly 27 years, Danielle Di Vito Krise, CFP® Vice President Wealth Management, and Michael Krise, CFP® Associate Vice President Wealth Management – the husband-and-wife team behind Krise Wealth Management Group of Raymond James in Winter Park – have guided clients through life’s most meaningful financial decisions.

Both were influenced early on by their mothers. Danielle’s mom was widowed at a young age, which inspired Danielle to help others seek sound financial advice. Michael’s interest began with his mother’s investment club, leading him to study finance in college. Since marrying in 2008, they have worked side by side.

Their tagline says it best: “Our family, investing in yours.” With two teenagers at home, they intentionally prioritize relationships over volume.

“People come in anxious,” says Michael. “When they leave feeling more comfortable and less stressed, that’s when we’ve done our job.”

Their commitment extends beyond the office. Danielle serves as Board Chair of TOP Jewish Foundation, supporting the broader Jewish community. Rather than focusing on short-term market noise, Danielle describes their role as that of a long-term, trusted resource — the “phone-a-friend” clients rely on when life changes or financial decisions feel overwhelming.

Through customized investment strategies, tax-efficient planning, and long-term care guidance, they help clients make confident decisions at every stage of life.

Registered branch address: 631 West Morse Boulevard, Suite 125, Winter Park, FL 32789.