Denise Lavoie
Client Service AssociateDenise is a client service associate based in our Midlothian, VA office. In this role, she supports the local advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process.
Denise brings almost three decades of experience in client service, administration, and sales, transitioning to her role after serving as office manager for our Midlothian office colleagues at NFP. She has also worked in corporate finance, employee benefits, and consulting services for Bank of America, and she holds a bachelor’s degree in English literature from The University of Richmond.
Previous Experience
- Office Manager at NFP/Wealthspire Advisors
- Director, Sales & Marketing at The Crossings at Hanover
- Sales and Admissions at Westminster Canterbury Richmond
- Corporate Finance, Employee Benefits Trust, and Consulting Services Division at Bank of America
Education & Credentials
- BA, The University of Richmond, English Literature, Speech Communication
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
