Diane applies more than 3 decades of experience in the financial services industry to provide her clients with sound financial advice and value-added service. With Goal Planning and Monitoring (GPM) Diane helps clients meet their financial objectives. As a result, she has built many long-term relationships based on mutual respect and trust. Diane deals with many multi-generation families.
As a Chartered Retirement Planning CounselorSM, Diane has in-depth knowledge of the needs that individuals face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, options available for employer-sponsored retirement plans, tax planning, retirement cash flow, asset management and estate planning. Diane is one of a few wealth managers in the State of Connecticut who is certified as an Accredited Domestic Partnership Advisor. This enables Diane to plan for the needs of the LGBT Community along with heterosexual couples who have decided not to marry. Before joining Raymond James in April 2015, Diane held Vice President positions at A.G. Edwards Inc. which eventually became Wells Fargo Advisors. She earned a bachelor’s degree in education from Boston University Wheelock College of Education and Human Development. Originally from West Hartford, Diane lives in Farmington.