Dianne’s objective is to provide exemplary service and ensure all our client expectations are met and exceeded. She is responsible for day-to-day administration and operational duties, and serves as a primary point of contact with established and potential clients, answering questions, preparing documents and handling account management duties.
Prior to joining Marquez Private Wealth Management in 2018, Dianne was a client associate at Merrill Lynch, and attended Glendale Community College.
Dianne lives in Burbank with her husband, Joel, and children, Andrew and Jaedon. She unwinds by cooking, baking and listening to music, and gives back to her community through her volunteer work for Heart of Angels.
Raymond James is not affiliated with the above organizations and/or charitable causes.