Deirdre joined Moneco Advisors in June 2024 with 15 years tenure as Director in financial services marketing, communications, and community relations for companies such as Broadridge, Commonwealth and Focus Financial.
Experience:
Deirdre is an experienced marketing and communications leader, working to strengthen advisory relationships through brand visibility and engagement. Throughout her career, she has always believed in the power of strong relationships and trusted guidance; principles that also define how Moneco serves clients. In her current role, she helps advisors to elevate their visibility and credibility, fostering clients-first relationships that connect people to meaningful financial solutions. At Moneco, the focus is on clients and relationships above all, not selling proprietary products. Deirdre believes that having an experienced guide can make a difference in one’s pursuit of financial clarity and confidence, especially as life and markets grow more complex.
Education & Certifications:
Deirdre graduated University of Connecticut with a BA in Political Science/International Affairs, cum laude, worked with a multitude of Fortune 500 clients in financial services and CPG. She has honed her leadership, brand development and client service acumen in the Ritz Carlton Leadership and Goldman Sachs 10000 Women programs.
Personal:
She once summited Mount Kilimanjaro, an experience that reinforced her belief in strategy, preparation, and trusted guidance—principles she sees reflected in the work of Moneco’s advisors as they help to guide clients toward their financial goals. Outside of work, Deirdre enjoys traveling, skiing Vermont, community involvement, music, reading, photography, and time with friends and family, especially her two dynamic children and three Labradors.
