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2016-11-03T00:00:00.000Z

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Deanna Marchand

Client Service Manager

Canby Financial Advisors LLC

HQ Phone: (508) 598-1082

Email: d***@***.com

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Canby Financial Advisors LLC

161 Worcester Road, Ste. 408

Framingham, Massachusetts 01701

United States

Company Description

At Canby Financial Advisors, we provide financial planning and investment management services to help guide you successfully through every stage of life. Whether you're building a career, starting a family, running your own business, or preparing for reti ... more

Find other employees at this company (10)

Background Information

Employment History

Bentley College

Consultant

National Parents Organization

Affiliations

Active Member
National Association of Personal Financial Advisors

Active Member
Financial Planning Association

Financial Associate, Canby Financial Advisors
Bryant University

Education

MS

business administration

Bentley University

bachelor's degree

marketing and computer information systems

Bryant University

Web References (6 Total References)


Deanna Marchand, MBA, ...

www.canbyfinancial.com [cached]

Deanna Marchand, MBA, CFP®


Deanna ...

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Deanna Marchand

Client Service Manager
dmarchand@canbyfinancial.com
...
Deanna is a client service manager at Canby Financial Advisors.
Previous Experience:
Deanna has worked in the financial industry for more than 10 years. She worked at Fidelity Investments, where she held several positions working with registered investment advisors and in management roles in the eBusiness group.
...
Deanna and her family reside in Newton, Massachusetts.


Canby Financial Advisors - Deanna Marchand

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Deanna Marchand Canby Financial Advisors - Deanna Marchand

...
Deanna Marchand
Client Service Manager
Deanna Marchand is a CERTIFIED FINANCIAL PLANNER™ certificant and a Client Service Manager at Canby Financial Advisors. She is FINRA series 7- and 66-registered with Commonwealth Financial Network.
Deanna received a bachelor's degree in marketing and computer information systems from Bryant University and an MS in business administration from Bentley University. She has worked in the financial industry for more than 10 years.
Prior to joining CFA, Deanna worked at Fidelity Investments, where she held several positions working with Registered Investment Advisors and in management roles in the eBusiness group. She is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Deanna and her family reside in Newton, Massachusetts.
Deanna may be reached at 508-598-1082 or dmarchand@canbyfinancial.com.


Canby Financial Advisors - CONTACT US

www.canbyfinancial.com [cached]

Deanna Marchand, MBA, CFP®

Professional Staff


Deanna ...

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Deanna Marchand Canby Financial Advisors - Our Team - Deanna Marchand

Independent advice. Personal service.
OUR TEAM|Deanna Marchand, MBA, CFP®
Deanna Marchand Client Service Manager
Deanna Marchand is a CERTIFIED FINANCIAL PLANNER™ certificant and a client service manager at Canby Financial Advisors. She is FINRA series 7 and 66 registered with Commonwealth Financial Network.
Deanna received a Bachelor's degree in Marketing and Computer Information Systems from Bryant University and a Master's of Science degree in Business Administration from Bentley University. She has worked in the financial industry for over 10 years. Prior to joining CFA, Deanna worked at Fidelity Investments where she held several positions working with Registered Investment Advisors and in management roles in the eBusiness group. She is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Deanna and her family reside in Newton, MA. She may be reached at 508-598-1082 or dmarchand@canbyfinancial.com.

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