Denise plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. A skillful problem-solver, she addresses client requests and administrative needs with speed and accuracy.
Denise holds Series 7 and 63 securities licenses. Prior to joining our team in July 2006, Denise was a Registered Sales Assistant at Ferris, Baker Watts Incorporated and a Registered Research Assistant at Scott & Stringfellow, Inc. She holds a bachelor’s degree in Finance from Old Dominion University.