Denise has worked in the financial services industry for over thirty years. Her entire professional career has been spent striving to provide efficient and dependable service to her clients and friends. If you spoke with those clients and friends, you would most likely hear that she delivers that service with a high degree of commitment and a very pleasant attitude.
Denise finds working in the financial services industry to be very rewarding. Her passion for assisting clients in pursuing their important financial goals is very evident. Denise loves that her focus on building strong client relationships by providing an exceptional experience is shared by the rest of the team. It is a vital focus of the practice.
Denise worked for several large brokerage firms before joining Waddell & Reed in 2007. In her role with the team, she assists in all aspects of financial services. Denise holds her Series 7 and 66 registrations with LPL Financial, as well as her Connecticut Insurance License.
Denise has been married for 38 years to her husband Frank, Life Safety Compliance Officer for The New Haven Fire Department. As a skier for over 40 years, Denise enjoys skiing every weekend in Vermont with her family. Denise is the proud mother of her daughter Lindsay and her husband Josh. Both Lindsay and Josh are teachers in the Washington DC area, and they are expecting their first child in 2022.