Dena Minning (BS, CFA, CFP®, MBA)
Dena Minning focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Personal Asset Management specializes in providing investment management tailored to clients' specific situations. No "cookie-cutter" solutions here! We strive to structure diversified portfolios that have both low costs and competitive returns. Our management strategy emphasizes tax efficiency, robust asset allocation diversification and preservation of principal. We typically use individual securities (stocks & bonds) and Exchange-Traded Funds (ETFs). In sum, we invest our client's money the way we invest our own. Financial planning services are included, free of charge, to our money management clients.
Additional Information
Dena Minning is President and Senior Portfolio Manager for Personal Asset Management. She has more than 20 years industry experience and credentials commensurate with a life-long career in financial services. Dena has worked in a wide range of financial service firms, including banks, brokers and trust companies. She spent the majority of her time as a Portfolio Manager, managing high net worth investors' portfolios as part of Merrill Lynch's discretionary asset management division. Dena has an MBA and has earned designations as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP) and Certified Senior Advisor (CSA). She is active in AARP, the Suncoast Estate Planning Council and her local civic association.
NAPFA Start Date
August 28, 2007
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