With 12 years of industry experience, Deidre brings a proven dedication to helping individuals and families preserve and grow their wealth through personalized strategies and genuine relationships built on trust. She began her career at Merrill Lynch, where she delivered exceptional client service through clear, streamlined solutions and provided attentive detail-focused care. During her tenure, she also gained experience leading marketing and event initiatives for private equity and venture capital clients.
Now joining Raymond James, Deidre looks forward to building new relationships and bringing clarity and confidence to every aspect of her clients' financial lives.
Deidre earned both her B.A. and M.B.A. in Business Finance from California State University, Fullerton, where she was also a member of the women's golf team. Outside of work, she enjoys spending time with her husband, Anthony, and their two young children— daughter, Jayden (4) and son, Jett (1)—along with their dog, Sonny. Her hobbies include golfing, wakeboarding, traveling, and hosting friends and family at her home in Lake Forest, CA.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
