Deneen Morgia, CFP®, Legal Client Advisor

Deneen Morgia Photo
Deneen Morgia, CFP®, Legal Client Advisor
-Hide Locations

ONE TOWN CENTER

BOCA RATON, FL 33486

5350 Town Center Rd.,Suite 200

Boca Raton, FL 33486

Check the background of this investment professional on FINRA's BrokerCheck

About

Deneen Morgia is a Legal Client Advisor with SunTrust Private Wealth Management. She offers clients more than 27 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Deneen is a graduate of the University of Miami, Miami, Florida.

As part of the Legal Specialty Group, Deneen works with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and firms in her market. Together they develop a holistic financial plan that meets their clients' short and long-term goals.

Deneen holds herself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Deneen takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

Continue Reading