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Deanna Tomasetti, CFP®
Deanna "Dee" Tomasetti serves as Client Coordinator in our Gaithersburg, MD office. In this role, she assists in the delivery of financial planning and wealth management services to clients, handles client requests, and aims to deepen client relationships.
Dee joined McKinley Carter with an extensive background in the financial services industry. Previously, she served as a client service associate at a global financial services company, where she provided support to nonprofits institutions and high-net-worth clients. She has also worked as a bookkeeper and tax preparer, as a financial consultant for a national financial services firm, and as a benefits specialist in the human resources arena.
Dee holds a bachelor’s degree in psychology from The University of Massachusetts and an MBA from George Washington University. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.