Senior Client Associate
DeNeen is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice.
DeNeen has 25 years in the financial services industry, beginning as an office assistant in 1993. Since then, she has worked with an independent brokerage firm for 15 years where she helped build a thriving practice. She moved to Morgan Stanley in 2008 to assume a more client-service oriented role. In 2017, DeNeen joined UBS and serves the team as a Senior Registered Client Service Associate- responsible for orchestrating the daily administrative and operational aspects of the practice and assisting with marketing and planning activities for the team.
DeNeen grew up in San Diego and enjoys boating and other water activities. She is recently married and has three grown daughters and three grandchildren.
Senior Client Associate
DeNeen is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice.
DeNeen has 25 years in the financial services industry, beginning as an office assistant in 1993. Since then, she has worked with an independent brokerage firm for 15 years where she helped build a thriving practice. She moved to Morgan Stanley in 2008 to assume a more client-service oriented role. In 2017, DeNeen joined UBS and serves the team as a Senior Registered Client Service Associate- responsible for orchestrating the daily administrative and operational aspects of the practice and assisting with marketing and planning activities for the team.
DeNeen grew up in San Diego and enjoys boating and other water activities. She is recently married and has three grown daughters and three grandchildren.
Wealth Planning Associate
Wealth Planning Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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