Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Five Star Wealth Managers 2013-2020
Denise is a Senior Wealth Advisor and a Principal of The Colony Group. She provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals.
Prior to joining The Colony Group in 2000, Denise worked for the law firm of Parker Scheer, LLP. She is admitted to practice law in the Commonwealth of Massachusetts. She is a 7-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*
Denise earned her Juris Doctor from Suffolk University School of Law and a Bachelor of Arts from the University of Massachusetts at Amherst.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.