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 20 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.

20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Insurance

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

Awards & recognition

  • Denison Financial Advisory Group, Winner of the Ameriprise Client Service Award, 2022

Previous experience

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

Leaving a Legacy

Estate planning and passing wealth to the next generation can be a rewarding , yet complex issue for everyone concerned. We can work alongside your attorney and CPA to help guide you - and your family - through the process. We can help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and more peace of mind.

Community participation

  • National Small Business Association Leadership Council
  • Member Women's Business Economic National Council (WBENC)
  • Member of International Society of Automation
  • Member of Society of Women Engineers

Interests

Financial Literacy

Tennis

Cooking

Travel

My photos

3 albums
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