Denise L. Jackson
Senior Client Services Associate
Denise has over 20+ years of client services and operations experience in the financial industry. She assists clients with administrative services that pertain to your portfolio accounts. Services include the completion of forms, help with deposits or withdrawals, and assistance in wire transfers. She joined the firm in 2005 and holds a bachelor of science degree in finance from the State University of New York.
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445 Broad Hollow Road
Suite 215
Melville, NY 11747
P: 516-694-7900
F: 516-694-7901
1140 Avenue of the Americas 9th Floor
New York, NY 10036
P: 212-983-8444
F: 212-983-8151
2202 N. West Shore Blvd
Suite 200
Tampa, FL 33607
P: 813-639-7580
F: 813-639-7501
777 Westchester Ave
Suite 101
White Plains, NY 10604
P: 914-696-0800
F: 914-696-0808