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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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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 retiremen... more.

Find other employees at this company (11)

Background Information

Affiliations

National Association of Personal Financial Advisors

Active Member


Financial Planning Association

Active Member


Bryant University

Financial Associate, Canby Financial Advisors


Education

MS

business administration

Bentley University


bachelor's degree

marketing and computer information systems

Bryant University


Web References(6 Total References)


www.canbyfinancial.com

Deanna Marchand, MBA, CFP®


www.canbyfinancial.com

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.


www.canbyfinancial.com [cached]

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.


www.canbyfinancial.com [cached]

Deanna Marchand, MBA, CFP®
Professional Staff


www.canbyfinancial.com

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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