Denise Green
Client Service Specialist
Denise brings 27 years of experience to her role as a registered Administrative Associate in the financial services industry. She began her career in banking before transitioning into the securities industry, giving her a strong foundation across both areas. This broad experience allows her to offer well-rounded support and exceptional service to clients. She holds FINRA Series 6 and Series 7 licenses through LPL Financial and works closely with financial representatives to help clients pursue their long-term financial goals.
A native of the Northeast, Denise lives just minutes from Stowe, Vermont, and enjoys spending her summers on beautiful Lake Champlain. She has two grown children, one in Pennsylvania and one in Vermont, and is the proud grandmother of three wonderful grandchildren.