Lead Client Service Specialist
Denise began her career in the financial services industry in 1992. She has held positions within retail banking, commercial banking, and private wealth management. Prior to joining Mercer Advisors, Denise was a fiduciary associate at JPMorgan, where she specialized in Personal Trust Administration. In addition to helping clients and providing high level support to Advisors, she also manages team projects and trains support staff. Denise attended Eastfield College and JPMorgan Trust School and holds the FINRA Series 65 License.
620 Newport Center Drive
Newport Beach, California 92660
7033 East Greenway Parkway
Scottsdale, Arizona 85254