Our financial advice team

Dianne Denison, Financial Advisor serving the Bethlehem, PA area - Ameriprise Advisors

Dianne Denison

MBA

Financial Advisor

Franchise Owner
Denison Financial Advisory Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 30 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • 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, Ameriprise Client Experience Award, 2022-2023

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Financial Literacy

Tennis

Cooking

Travel

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.

Connect with us

Dianne Denison may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0E22761

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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