Diana has been with our team since 2003 and provides comprehensive financial planning services for our clients. She works closely with them to develop tailored strategies that are aligned with their goals. Organized and reliable, she serves as a knowledgeable resource for clients in addressing each of their financial objectives.
As an Accredited Wealth Management Advisor, she has completed coursework and passed an exam covering topics including wealth strategies, equity-based compensation plans as well as tax mitigation and asset preservation strategies.
Before becoming a Financial Advisor in 2016, Diana supported our team for 13 years as a Senior Registered Client Associate. She earned a bachelor’s degree in business management from Rutgers University and holds the Series 7, 63, 65 and health and life insurance licenses.
Diana gives back to her community as a volunteer for the Songs of Love Annual Golf Outing. She enjoys cooking, gardening, biking, going to concerts and traveling in her spare time. Originally from Ocean Township, Diana currently lives in Hawthorne, New Jersey with her puppy Dunkin.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.