Denise began her career in financial services industry in 1988. Prior to joining the firm, Denise worked at Bank of America in the Private Wealth Management area as a Sr. Client Service Associate. Denise is responsible for the ongoing maintenance of all aspects of account activity, including client relationships and regulatory compliance. Denise holds NASD Series 7 (General Securities Representative),Series 66 (Investment Advisor Representative), and Life and Health Insurance licenses.

Registered States:
CT, FL, NY