Denise is a dedicated Client Service Specialist at Moran Wealth, ensuring a seamless, personalized experience for every client. She handles complex client inquiries and supports both the firm’s operations and relationship teams, helping strengthen client connections while maintaining continuity and efficiency.
A graduate of Florida Gulf Coast University with a degree in Legal Studies, Denise brings a unique blend of legal expertise and financial insight to her work. Originally from Albania, she holds a master’s in European Business Law and practiced law for several years before relocating to the United States—experiences that continue to shape her thoughtful, detail-oriented approach to client service. Committed to growth, Denise has earned her Series 65 license, Accredited Investment Fiduciary (AIF®), and Certified Estate and Trust Specialist (CES™) designations. She is currently working toward the Certified Trust and Fiduciary Advisor (CTFA™) designation, further expanding her skills and industry knowledge to better serve clients.
Outside the office, Denise finds joy in family life as a proud mother of two young children. She treasures their adventures together exploring Naples’ parks and playgrounds, balancing a thriving career with resilience.
Denise is a dedicated Client Service Specialist at Moran Wealth, ensuring a seamless, personalized experience for every client. She handles complex client inquiries and supports both the firm’s operations and relationship teams, helping strengthen client connections while maintaining continuity and efficiency.
A graduate of Florida Gulf Coast University with a degree in Legal Studies, Denise brings a unique blend of legal expertise and financial insight to her work. Originally from Albania, she holds a master’s in European Business Law and practiced law for several years before relocating to the United States—experiences that continue to shape her thoughtful, detail-oriented approach to client service. Committed to growth, Denise has earned her Series 65 license, Accredited Investment Fiduciary (AIF®), and Certified Estate and Trust Specialist (CES™) designations. She is currently working toward the Certified Trust and Fiduciary Advisor (CTFA™) designation, further expanding her skills and industry knowledge to better serve clients.
Outside the office, Denise finds joy in family life as a proud mother of two young children. She treasures their adventures together exploring Naples’ parks and playgrounds, balancing a thriving career with resilience.