Denise Chin Quee
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Denise Chin Quee is an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, she collaborates closely with clients to understand their needs and investment goals, focusing on building and protecting their financial foundation. She emphasizes personalized financial planning that aligns with clients' life priorities, family goals, and aspirations.
With over two decades of experience, Denise has expertise in areas including divorce transition planning, family wealth management strategies, international wealth management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. She holds multiple professional designations such as Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
Denise attended the University of Miami and Broward Community College without earning a degree and holds a High School Diploma from Cooper City High School. She is active in community organizations including the Jamaican Dental Mission and the Chinese Cultural Association. Her personal interests include fishing, gardening, music, and running.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Social Security optimization
Retirement income strategy
ESG / Sustainable investing
Tax-loss harvesting
Occupation focus
Financial Professional
Demographic focus
Women Professionals
Women's Finance
Location
8840 Sw 136 Th St
Miami, FL 33176
Most active in
Denise C has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Bank Of America, N.a.
2013 - Present (13 years)
Merrill
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
Edward D
Series 63, Series 65
Miami Beach, FL
Fintelect AM, LLC
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