Denise DePriest

Vice President, Senior Financial Advisor

7 Sheridan Square
Kingsport, TN 37660
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Every client has a unique set of needs, no two persons are alike. Whether it ranges from expanding a business, retirement planning, buying a larger home or funding a college education, planning for such events is important and provides great value.

Open and thoughtful dialogue lays a foundation for a personalized approach in planning for these occasions, thus getting to know our client, his concerns, her wishes and unique financial situation is critical for a favorable wealth management process. When beginning the client-advisor relationship, it is important to identify those goals most important to our client; this conversation includes a candid and thoughtful dialogue about their dreams, wishes, worries and fears, concluding with a frank discussion about managing exprectation regarding the balance risk vs. rewards and the tradeoffs associated.

As your life progresses, analyzing your retirement plan and how to best to care for you with respect of your goals is important. Markets will change, your life circumstances will change; these changes will continue to be met with open conversations and strategies that will assist you in planning your wealth management strategies for your future.

With special consideration for all of life's stages: birth, retirement, business succession and legacy planning, our clients needs and considerations come first.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

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Denise DePriest is registered to do business in AK, AL, CA, CO, FL, GA, LA, MS, NC, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV.