Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate


Deirdre’s experience cultivating and maintaining close working relationships with high-net-worth clients dates back to 2003 and includes a long record of consistently going above and beyond to execute tasks in a timely fashion with the utmost professionalism and precision.

After studying Psychology at Rollins College, Deirdre worked in Merrill Lynch’s Operations department where she tended to a wide range of client service and administrative needs and was appointed as a coach to her peers, providing guidance, overseeing firm initiatives and ensuring their success.

Deirdre lives in Bridgeport, CT and enjoys traveling, reading and spending time with family and friends.