Diane applies more than 32 years of experience in the financial services industry to provide her clients with sound financial advice and value-added service, and help them pursue and meet their financial objectives. As a result, she has built many long-term relationships based on mutual respect and trust.
As a Chartered Retirement Planning Counselor, Diane has in-depth knowledge of the needs individuals face both before and after retirement, and engages in retirement planning for a variety of important issues, such as sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management and estate planning. As an Accredited Domestic Partnership AdvisorSM, Diane focuses on the unique financial planning needs of lesbian, gay, bisexual and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry.
Before joining Raymond James in April 2015, Diane held vice president positions at Wells Fargo Advisors, Wachovia Securities and A.G. Edwards. She earned a bachelor’s degree in education from Wheelock College in Boston Originally from West Hartford, Diane lives in Farmington. She is a volunteer and past board member of the Connecticut Gay and Lesbian Chamber of Commerce, and volunteers for the Hartford Gay and Lesbian Health Collective. In her free time, she enjoys photography, boating and sporting events.