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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Dena is the President and co-manager of Paradise Prop LLC, a residential rental real estate investment, spending minimal time on management and leasing. She is also an officer (Sec/Treas) for her husband's hydrogeology consulting firm, RC Minning & Assoc, dedicating minimal time to strategy.
Dena Minning is President and Senior Portfolio Manager for Personal Asset Management. She has more than 20 years industry experience and credentials commensurate with a life-long career in financial services. Dena has worked in a wide range of financial service firms, including banks, brokers and trust companies. She spent the majority of her time as a Portfolio Manager, managing high net worth investors' portfolios as part of Merrill Lynch's discretionary asset management division. Dena has an MBA and has earned designations as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP) and Certified Senior Advisor (CSA). She is active in AARP, the Suncoast Estate Planning Council and her local civic association.