I am a Senior Associate at Sterling Financial Group, where my primary responsibilities include working closely with clients to develop and maintain their portfolios in alignment with their investment models. I am dedicated to assisting clients in achieving their investment goals, drawing on my extensive experience in the financial services industry, which spans over 30 years. Before joining the Sterling team, I worked as an Investment Specialist with Charles Schwab & Co for 10 years. Prior to that, I served as an Operations Manager with Shearson Lehman Brothers, where I honed my skills in managing financial operations and client relations. I am proud to have obtained the Accredited As

Deanna Iannuzzi
Senior Associate
Sterling Financial Group
United States, New Jersey, Sparta
About Me
Profile Information
Senior Associate
Sterling Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Sparta
New Jersey
United States
Oct 6, 2025
Work Experience
Sterling Financial Group
Senior Associate Present
Email: diannuzzi@sterlingadvice.com
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