Deana DeLuca CDFA™ » Financial Experts

** Denotes Collaboratively Trained Professional

Deana DeLuca CDFA™

No Photo Available
Financial Advisor & CDFA Morgan StanleyParquette Wealth Management Group Home 53 State Street 39th Floor Boston MA 02109 Phone: (617) 589-3220 Website: https://fa.morganstanley.com/theparquettegroup/
About

Deana joined The Parquette Wealth Management Group at Morgan Stanley as a Financial Advisor in 2011. As a Financial Advisor, Deana facilitates the acquisition of new business in addition to managing existing client accounts. In 2015, she became a Certified Divorce Financial Analyst® who focuses on in the financial issues surrounding divorce. It is her duty as a CDFA to be a financial advocate for her clients. With educating, explanation, compassion and patience, Deana strives to provide clients with enough confidence to be financially independent as they transition into their new financial life.

As an advisor working with a Family Wealth Director, customizing a unique and fluid plan for a financial life for you and your family is her ultimate goal. She helps clients reach their goals through asset protection strategies and creating an investment process using product knowledge, experience and collaboration. Building trust and confidence with her clients are paramount in her advising process and in assisting with all aspects of your financial life. Her desire to help others and build connections shows her compassion and empathy towards people and their unique situations. Her ultimate wish is for her clients to feel secure, dignified, reassured—and most of all have built trust.

** Denotes Collaboratively Trained Professional