Dena is a founding member of Shorebridge Wealth Management where she serves as a senior compliance associate and registered sales assistant for the practice’s advisors. Prior to Shorebridge, she worked for Hunter Associates for 16 years as a registered sales assistant and handled fixed income trading across the firm. She began her career at Parkvale Savings Bank and then spent several years at PNC as a brokerage and trading assistant.
Dena is a general securities principal and holds the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning. She is a former director of the Pittsburgh Stock & Bond Club. She and her husband, Don, live in Robinson Township when not enjoying time at their camp on Lake Shenango.
Raymond James is not affiliated with the above organizations.