Diane’s career in the financial services industry spans over 20 years. Over that period, Diane’s areas of responsibility have included operational support, compliance, client relationship management and investment management.
Prior to joining Advocacy Trust in March 2016, Diane worked with several large firms such as The Vanguard Group, LPL, TIAA-CREF, and Prudential Financial, as well as several smaller boutique firms. Diane has an extensive background in the trust, broker/dealer, and registered investment advisor space, and has worked in the past as a trust specialist, operations manager and compliance analyst, and holds securities licenses 7, 24, 66 and 99. Diane graduated from the College of Charleston in South Carolina with a degree in accounting and business administration.
Diane lives in Fort Mill, SC with her daughter Kennedy and dog Charley. She enjoys reading, traveling, and spending time with family.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
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