Dee Schmitt, Client Services Manager, Moneco Advisors, Fairfield, Connecticut

Dee (Dolores) Schmitt

Senior Client Services Manager
Get to Know Dee…
Favorite part about working at Moneco:
Everyone’s willingness to step up and help each other
Favorite thing to do outside of work:
Spending time with friends, preparing and sharing a meal and a glass of wine
What I enjoy most about what I do:
Assisting clients and co-workers and the true teamwork that comes with it

Favorites

Quotation: “Do the best you can until you know better. Then when you know better, do better” -Maya Angelou
Vacation Destination: Cape Cod
TV Show or Movie: Ted Lasso
Band or Music: Rock, Alternative, Jazz, R&B
Sports Teams: College Hoops, NY Mets
Experience:
Dee joined Moneco Advisors in April 2023 as a Client Services Manager and was promoted to Senior Client Services Manager in 2025, reflecting her dedication to delivering exceptional client support. Prior to joining Moneco she spent 12 years with a wealth advisory practice affiliated with Ameriprise Financial. Dee is known for her strong work ethic, client-first approach, and commitment to getting the job done efficiently and effectively.
Personal:
Her heart and soul are her two adult daughters, and she loves spending time and making memories with them. Dee enjoys cooking, gardening, photography, and videography, and she cherished any opportunity to be with family and friends. A native New Yorker, she thrives on the wide array of activities the city offers, from Broadway shows to live music and museum visits. Since relocating to Connecticut, she has embraced new experiences and even discovered a love for New Haven’s famous thin-crust pizza!

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