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Boston - One Boston Place

Denise Duffy

JD

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Denise Duffy

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Denise Duffy

Professional Certifications

  • JD – Juris Doctor

About Denise

Denise 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.

Denise is admitted to practice law in the Commonwealth of Massachusetts.

Education and Professional Milestones
-University of Massachusetts at Amherst - bachelor of arts
-Suffolk University School of Law - juris doctor
-Joined Focus Partners Wealth in 2000
-Has worked for the law firm of Parker Scheer LLP

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