Fogel Neale Lures Former Morgan Stanley Financial Advisor Denise Otten

NEW YORK, Aug. 16 /PRNewswire/ -- Fogel Neale Partners, a wealth management firm with offices in New York, announced today that Denise Otten has been appointed Senior Vice President of Wealth Management for the New Jersey region. A Fogel Neale branch office will open by year-end to better serve clients in the area.

Ms. Otten brings two decades of experience in creating investment strategies for high net worth investors. She specializes in retirement and estate planning with a focus on annuity and bond portfolio reviews. Prior to joining Fogel Neale, Ms. Otten served as a financial advisor at Morgan Stanley, where she was responsible for client portfolio management and financial planning.

"Denise's background will tremendously help position us as a leading platform for seasoned financial advisors," says portfolio manager and partner, Andrew Neale.

Ms. Otten served as a financial advisor at AG Edwards and as a writer and researcher for CNBC. Her licenses include FINRA Series 7, 63, 66, and Life Insurance. She also holds the designation of Accredited Asset Management Specialist. Ms. Otten graduated from Rutgers University with a BA in Journalism.

In addition to her work as a private wealth advisor with Fogel Neale Partners, Ms. Otten is actively involved in the non profit organization, Help a Heart Children's Foundation, which donates to children's group homes and hospitals. She is also actively involved in the Women's Business Exchange.

About Fogel Neale Partners

At Fogel Neale, we mirror our clientele in the sense that we are hard-working professionals who understand the importance of preserving wealth. The economic crisis of 2008-2009 not only devalued portfolios, but led people to become increasingly skeptical of their financial advisors. We see this newfound skepticism as healthy, and strive for transparency at every stage of our investment process.  We aim to both serve and educate our investors, helping them meet their present and future financial goals. Our client base is mainly composed of dual-income households and families as well as individuals seeking to rebuild retirement funds.  

Stop in for a cup of coffee or visit us at www.fogelneale.com.

SOURCE Fogel Neale Partners