Denise Petrin, AAMS®
With over 21 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
I began my financial services career as a Registered Representative with Prudential Securities. I have served Manchester and surrounding area investors and look forward to helping them meet their financial goals for many years to come.
I attended Southern NH University and the College for Financial Planning. I am a six year recipient of the Five Star Professional Wealth Manager award. I am an active speaker on The Family Love Letter and do many speaking engagements on the importance of estate planning strategies. In addition to applicable securities registrations, I hold the certification of Accredited Asset Management Specialist, AAMS.
Committed to helping my community prosper, I am active with the Manchester Chamber of Commerce. I currently serve on the board of Directors for Veterans Count. When I am away from the office, I enjoy biking, running with my dog Sam, traveling and spending time with my grandchildren.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. New Hampshire wealth managers were considered for the award; 7 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For more information see http://www.fivestarprofessional.com/awards/wealth_manager_program.php.