People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

“I enjoy the personal interaction I have with our clients. It delights me when they know they can count on me to make their lives easier.”

Denise L. Wells

Portfolio Administrator

Back To Bios

Denise is a Portfolio Administrator at The Colony Group. With over 35 years of portfolio administration and investment expertise, she is responsible for providing client service, portfolio administration, and operations support as part of the firm’s Institutional Advisory Practice.

Denise takes a tremendous personal interest in understanding what is essential to clients and delivering solutions to meet their needs. Previously, Denise worked for SunTrust where she held multiple positions. Most recently, she served as a Vice President in the Foundations and Endowments Specialty Practice division and manager of the Portfolio Associates.

Denise earned an Associate degree in Applied Science and Business Administration from J. Sargeant Reynolds Community College. She was also awarded the CFA Investment Foundations Certificate in 2017.

Denise is married and loves to spend time with her sons, daughters-in-law, and her four terrific grandchildren. Outside of the office she likes to travel, wildlife, and attend performing arts events. She is also a world traveler having circumnavigated the planet and has been to all seven continents as well as the Arctic and Antarctic.