Advisor profile


My approach

Dianne has worked in the high tech and advanced manufacturing fields for decades before deciding to provide financial planning and advisory services to the same people she understands and knows well. Prior to becoming a financial advisor 19 years ago, Dianne led telecommunications deals and projects providing opportunity to work across functions, cultures and complex technologies. Denison Financial Advisory Group continues to work with clients and families to develop and deliver financial plans and advice to assist them reach their specific goals. Dianne enjoys working with clients and families bringing her unique perspectives, experience, and passion to assist those families reach their personal goals,

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Master of Business Administration (MBA), George Washington University, Washington, DC
  • Bachelor of Science (BS), Finance, University of Maryland, College Park, MD
  • Bachelor of Science (BS), Labor Relations, University of Maryland, College Park, MD

Interests

Advanced Manufacturing

Health and Wellness

Economic Community Development

Children and Family Advocacy

Community participation

  • National Small Business Association Leadership Council
  • Member of National Association of Manufacturers
  • Member of International Society of Automation
  • Member of Society of Manufacturing Engineers
  • Member of Pennsylvania Chamber of Commerce
  • Member of the Lehigh Valley Economic Chamber of Commerce

Professional associations

  • Womens Business Economic National Council (WBENC)

Previous experience

  • Senior Financial Advisor - Merrill Lynch Wealth Management, April 2009 - July 2019
  • Financial Advisor - Wealth Management Advisor - Citigroup, July 2006 - April 2009
  • Financial Advisor - Wealth Management Advisor - Legg Mason Wood Walker, March 2003 - July 2006