Denise H. Goldstein

Denise Goldstein x37533

SoutheastAL , AR , FL , GA , LA , MS , NC , SC , TN

Denise Goldstein x37533

SoutheastAL, AR, FL, GA, LA, MS, NC, SC, TN

Denise H. GoldsteinVice PresidentEmail: dhg@rinetco.comPhone: 617-488-2738
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Denise H. Goldstein is a Vice President for Boston Private Financial Advisors a division of RINET Company LLC a subsidiary of Boston Private Financial Holdings.

Prior to joining Boston Private Financial Advisors, Denise held numerous roles at Fidelity Investments at which she was employed for over thirteen years.Denise most recent role was a Vice President with the Private Wealth Management Group at Fidelity Investments working exclusively with high net worth clients.Denise worked in many capacities during her tenure at Fidelity Investments.Denise was a Vice President at the Fidelity Charitable Gift Fund for the Mid Atlantic Region partnering with estate planning attorneys and Certified Public Accountants to support their client's philanthropic goals.Denise was a Retirement Consultant developing and providing retirement planning solutions to participants of 401k and 403b plans at major institutions in the greater Boston area.Denise worked as an Account Executive with the Portfolio Advisory Services Group, the discretionary money management division of Fidelity.She was a Financial Consultant responsible for educating her client base on mutual funds, fixed income, insurance vehicles and discretionary money management services to assist them in meeting their financial goals.

Prior to joining Fidelity Investments Denise was an account executive at Drexel Burnham Lambert and was accepted into their management program.Denise holds her series 7,63,65 and her insurance license.She received her bachelor's degree from Northeastern University in which she obtained a dual major in finance and international business.