Diane is a Sr. Financial Advisor who joined Proximity Financial Partners in September 2016 from Wells Fargo Advisors, LLC. She has been in the financial services industry for 14 years and brings a wealth of experience in working with individuals, families, and small business owners.
I began my career as a Registered Client Associate to Patrick Simpkins, a Private Financial Advisor with SunTrust Banks, Inc. in 2003. During this time I was able learn from a more experienced advisor, as well as become proficient in operations and compliance. This helped me understand how important attention to detail is in this industry.
In 2005 I began my career as an advisor. What I’ve enjoyed most about this career is adding a personal caring approach to what can be an overwhelming issue for individuals and families. I expect all client interactions and recommendations to be based on a plan; which will be created through communication and understanding of a client’s objectives, cares, and concerns. First we listen, then we plan. Every client deserves for his or her advisor to listen then take all of their expertise to create an individualized plan.
Outside of work I am a wife and mother of 3 wonderful children that occupy all of my spare time. Between volunteering with school and their extracurricular activities; my daughter plays travel softball and my son plays travel hockey with Jr. Hurricanes, we keep an active lifestyle. We also enjoy North Carolina State athletics and Carolina Hurricanes hockey.
Licenses 7,65,24 Life and health and long term cared licensed in multiple states. Member Financial Services Institute