With over 30 years of experience in banking and wealth management, Denise made the transition to Merrill from Wells Fargo in 2020. In her role as a financial advisor, she adopts a holistic approach, assisting clients and their families in devising comprehensive strategies focused on building, managing, preserving and transitioning wealth. Denise is dedicated to fostering enduring relationships with clients nationwide, concentrating on creating financial strategies tailored to each state of their lives. A significant portion of her clientele, whom she initially assisted earlier in their careers, are now preparing or transitioning into retirement.
As a financial professional focusing on potential investment solutions for small businesses, women, military veterans, members of the LGBTQ+ community and retirees, I collaborate closely with clients to provide tailored investment advice. As the mother of two daughters and grandmother of five girls, she believes strongly that women need to take control of their financial future. Denise possesses experience in addressing financial matters that are particularly relevant to LGBTQ+ clients, including strategies for titling assets to safeguard loved ones. Additionally, she actively supports veterans and military families through her role with Veterans Count and is a member of the American Legion Women’s Auxiliary.
Denise finds joy in various outdoor activities, including camping, biking, hiking and metal detecting. She treasures an active lifestyle and prioritizes volunteering, passing on the importance of service to her granddaughters while enjoying quality time with them.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
