Denise Downey is a seasoned financial advisor and owner of Financial Trex, where she leverages her extensive 20-year career in the financial services industry to empower clients in navigating the complexities of wealth management. With a rich background that includes hands-on experience on the trading...
Denise Downey is a seasoned financial advisor and owner of Financial Trex, where she leverages her extensive 20-year career in the financial services industry to empower clients in navigating the complexities of wealth management. With a rich background that includes hands-on experience on the trading floor of the Chicago Stock Exchange and managing back-office support teams, Denise brings a unique blend of practical knowledge and strategic insight to her role. As a fee-only financial advisor, she is dedicated to providing unbiased, client-centric advice, ensuring that her clients receive tailored financial planning services that align with their individual goals.
At Financial Trex, Denise specializes in investment strategies, portfolio management, and financial risk analysis, focusing on high-net-worth individuals and everyday people alike. Her expertise in equities and mutual funds allows her to craft diversified investment portfolios that are designed to withstand market fluctuations while maximizing growth potential. Denise is particularly passionate about educating her clients on the intricacies of financial planning, empowering them to make informed decisions about their financial futures.
Key projects at Financial Trex include developing comprehensive wealth management strategies that encompass retirement planning, tax optimization, and estate planning. By prioritizing customer service and fostering long-term relationships, Denise ensures that her clients feel supported and confident in their financial journeys. Her commitment to transparency and ethical practices as a fee-for-service advisor sets her apart in the industry, making her a trusted partner for those seeking to achieve financial security and prosperity.
