Dena is dedicated to helping our clients in every way possible. She approaches each day with the highest level of professionalism and dedication to our clients’ satisfaction. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are always her first priority.
She assists our team with virtually every area of client service, including setting appointments, transferring funds between accounts, sending dividend checks and researching client inquiries.
Dena has more than 35 years of experience in the financial services industry. Before joining Raymond James in 2009, she served clients at Smith Barney and Merrill Lynch.
Dena is a lifelong resident of Brookville, Ohio, where she lives with David, her husband of 45 years. They have four grandchildren and one great-grandchild. Dena is a self-described super fan of Ohio State Buckeyes football.
