Denise is a Senior Wealth Advisor and a Principal of The Colony Group. She provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals. Prior to joining The Colony Group in 2000, Denise worked for the law firm of Parker Scheer, LLP. She is admitted to practice law in the Commonwealth of Massachusetts. She is a 7-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.* Denise earned her Juris Doctor from Suffolk University School of L

Denise Duffy
Senior Financial Counselor / Partner
The Colony Group
United States, Massachusetts, Boston
About Me
Profile Information
Senior Financial Counselor / Partner
The Colony Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Oct 5, 2024
Work Experience
The Colony Group
Senior Financial Counselor / Partner Aug 2000 - Present
Email: dduffy@thecolonygroup.com
More profiles to browse
SR
Steven Rothenberg
Senior Investment Advisor & Portfolio Manager
Jennifer Chang
Director
TS
Ted Schiela
Senior Wealth Advisor, Principal
CW
Cheryl Wilkinson
Vice President, Senior Wealth Advisor, Principal and Senior Financial Counselor
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc