Denise began her career in the financial services industry in 1992. Prior to joining Mercer Advisors in 2009, she held positions within retail banking, commercial banking, and private wealth management at Comerica Bank, World Savings, and JP Morgan Chase. Denise currently manages a team in our Newport Beach office providing ongoing training and mentoring. In addition, she provides high level support to clients and wealth advisors. Denise attended Eastfield College and holds the FINRA Series 65 license. Outside of work she enjoys Pilates, hiking, travelling with her husband, and spending time with her dogs and grandchildren.
Newport Beach
620 Newport Center Drive Suite 1030 Newport Beach, California 92660