As Associate, Client Service, Diane has over 17 years of experience assisting clients with all their needs. Specializing in trusts and estates, she maintains accounts, ensures all paperwork is completed and approved, and swiftly addresses and resolves any compliance issues that may arise. Diane also manages debits in accounts, whether trade-related or overdraft. With compassion and professionalism, she works closely with the families of deceased clients to navigate their unique circumstances.
Before joining NewEdge, Diane was as a Registered Wealth Management Client Associate at Merrill Lynch. She holds Series 7, 65, and 66 licenses and earned an Associate of Science Degree in Nursing from Broward College.
Diane is originally from Charlestown, MA, and now calls Boynton Beach, FL home. Despite her relocation, she still has a Boston accent. As the 11th of 13 children, Diane comes from a large family and cherishes time with her four sons and grandson in her free time.