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
Jennifer Chang
Director
Pierson Friend
Chief Investment Officer, Institutional Advisory Practice
Terri Feeney
Chief Financial Officer
Stephen Miller
Managing Director
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation