Denise Hegarty

Executive Assistant

Denise Hegarty has extensive experience in the financial services industry. She joined the firm in February 2018 as office manager. In December 2021, Denise was promoted to executive assistant.

For more than 11 years, Denise worked for Orange County Probation and the Orange County Sheriff’s Office. A New York native, she moved to Florida in 2015 and has worked with financial advisors and various custodians such as Charles Schwab Corporation, Fidelity and TD Ameritrade. She was responsible for assisting numerous financial advisors and TAMPs with account openings, trading of stocks, mutual funds and options, money movement and back-office support. She dealt directly with custodians to provide the best service to the clients on behalf of their advisors and was the backup for the vice president of operations.

Denise, the mother of adult twin daughters, lives in Rotonda West and enjoys spending time poolside and on the beach.

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