Deirdre joined Moneco Advisors in June 2024, bringing more than 15 years of leadership experience in financial services marketing, communications, and growth strategy. Her background includes senior roles supporting nationally recognized firms such as Broadridge, Commonwealth Financial, Focus Financial Partners, and the independent fiduciary wealth management firms affiliated with them.
As Director of Marketing, Deirdre serves in a strategic leadership role focused on advancing firm growth, strengthening brand positioning, and elevating advisor engagement. She partners closely with leadership and advisors to develop integrated marketing and communications strategies that enhance visibility, deepen client relationships, and support long-term business development. Her work reflects a belief that effective marketing in a fiduciary environment is not about promotion, but about building trust, credibility, and meaningful connections.
Throughout her career, Deirdre has championed relationship-driven marketing and the importance of trusted guidance, principles that closely align with Moneco’s client-first philosophy. She is passionate about helping advisors articulate their value, expand their reach, and connect individuals and families to thoughtful financial planning and solutions in an increasingly complex world.
