The best days in my role are those when I get to witness the fruits of my labor — when a client calls to share a story or to announce a celebration of family achievement. Our team is highly attuned to our clients’ needs, and they collaborate all day, every day to help deliver the advice and the investment solutions our clients need to pursue their aspirations. I have a particular focus on client onboarding and administration, combining the operational details of financial management with the joys of genuine human connection.
In our alliance with &Partners, our team is able to increase our attention to client needs while having the support of a seasoned team of financial professionals who align with our dedication to our clients. We share a devotion to stellar service and a commitment to integrity that make me proud to come to work.
I’ve spent my entire career in financial services, most recently with UBS and, earlier, at Wachovia and Merrill Lynch. I’m delighted to be a part of &Partners, where our team prioritizes our clients’ needs at every turn.
About Denise:
FINRA Series 7 and 63 securities registrations
Life, health and annuity licenses
Denise lives with her family in Richmond, Virginia.
