Dena is a founding member of Shorebridge Wealth Management where she serves as a senior compliance associate and registered sales assistant for our advisory team. 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 principle and holds the Financial Paraplanner Qualified Professional™ designation from the College of Financial Planning. Professionally, she holds the Series 7, 24, 51, 63 & 66. She is a former director of the Pittsburgh Stock & Bond Club. She and her husband Don live in Robinson Township. They enjoy spending time at their camp on Lake Shenango with their two adult children, Alan & Kaitlyn.
Raymond James is not affiliated with the above organizations.