Dena M. Minning ,President/Portfolio Manager

CFA (Chartered Financial Analyst)
CFP® (Certified Financial Planner)
NAFPA Member
CSA (Certified Senior Advisor)
MBA, Case Western Reserve University
BS-Finance, University of Florida

Dena Minning has over 20 years experience in the investment industry. When working with Dena Minning, you get a trusted relationship with a seasoned Portfolio Manager. Her previous employment includes over ten years as Discretionary Portfolio Manager for Merrill Lynch Investment Managers as well as Barnett Trust Company. During that time, Dena structured, managed and reported on performance of portfolios totaling more than $400 million of individual securities for high net worth clients. In addition, while at Merrill Lynch, Dena served on the nation-wide team charged with developing the investment process and discipline for managing almost $30 billion of high net worth client assets.

Through Personal Asset Management, Dena provides basic investment guidance to any investor and full-service portfolio management for high net worth clients.

Dena is a wife, a daughter and a mother and is grateful for the opportunity to participate in each role. She is an outspoken advocate for individual investors and is a member of the Suncoast Estate Planning Council, Financial Planning Association, National Association of Personal Financial Planners (NAPFA) and of the CFA Institute. Dena also serves seniors as a volunteer for AARP's Advocacy and Community Outreach divisions. In addition, she serves as Board Member and Treasurer of the Paradise Island Civic Association.