Denise has over 35 years of experience in the Financial Services Industry, dedicating her career to providing reliable, efficient, and personalized service to her clients. Known for her commitment, positive attitude, and strong work ethic, she has built lasting relationships with both clients and colleagues alike.
Passionate about helping clients pursue their financial goals, Denise finds great fulfillment in her work. Her focus on creating exceptional client experiences is a core value shared across her team, making it a cornerstone of their practice.
Before joining Waddell & Reed in 2007, Denise worked with several large brokerage firms. She holds her Series 7 and 66 registrations through LPL Financial and is also licensed in Insurance. In her role, Denise assists clients with a wide range of financial services, ensuring they receive meticulous service tailored to their needs.
Outside of work, Denise is married to Frank, a retired Firefighter Paramedic with the New Haven Fire Department. An avid skier for over 40 years, she enjoys spending weekends skiing in Vermont with her family. Denise, AKA Nonna, is the proud grandmother of Esther and Rose. Her daughter Lindsay and husband Josh both live in the Washington DC area and are both public school teachers.