Diana is an Executive Vice President and Senior Partner with Key Wealth Managers. Through her career as a Financial Advisor and Wealth Manager, she has established herself as a passionate client advocate who is dedicated to building enduring client relationships through her commitment to providing outstanding guidance and service. Diana works with clients in establishing financial objectives, setting wealth management strategies, implementing strategies and reviewing progress. By following a holistic approach in analyzing clients’ personal finances, she develops customized wealth management strategies to grow and maintain financial independence.
Diana has a broad world perspective, open mind and relatability to people of all walks of life, a skillset gained from living in different countries (Colombia, S.A. and various states in the U.S.) Which has served her well since she entered the financial services industry in 2000, with experienced gained at Merrill Lynch and Capital One Investing.
Diana is a Registered Representative with Woodbury Financial, member of Advisor Group, one of the largest independent broker-dealer firms in the country; she holds the Series 7 and Series 66 securities registrations.
Diana has a MBA, Bachelor’s degree in Finance and a CFP certificate, she is a bilingual professional, fluent in English and Spanish. She currently resides in Gaithersburg, MD with her husband John and their son, David.