Deanna Iannuzzi, AAMS^®

I am a Senior Associate at Sterling Financial Group, where my primary responsibilities include working closely with clients to develop and maintain their portfolios in alignment with their investment models. I am dedicated to assisting clients in achieving their investment goals, drawing on my extensive experience in the financial services industry, which spans over 30 years.

Before joining the Sterling team, I worked as an Investment Specialist with Charles Schwab & Co for 10 years. Prior to that, I served as an Operations Manager with Shearson Lehman Brothers, where I honed my skills in managing financial operations and client relations. I am proud to have obtained the Accredited Asset Management Specialist (AAMS) designation, which further solidifies my commitment to providing top-notch financial advice and services. I began my journey in finance at Montclair State, where I developed a strong foundation in the principles of financial management.

What motivates me most about this business is the constant change and evolution – it truly keeps you on your toes. I learn something new every day, which keeps things interesting and invigorating. Moreover, I cherish the relationships I have forged with clients over the years, as these connections are both professionally and personally rewarding.

Currently, I reside in Sparta, New Jersey, where I enjoy a fulfilling life outside of work. In my free time, I love spending time with my family at Cape Cod, relishing the beauty of the outdoors. Hiking, reading, and tackling puzzles are some of my favorite pastimes, allowing me to relax and recharge amidst the ever-changing world of finance.