Demetris “Dee” is the client services associate at Herrick Wealth Advisory. She aids with new account openings, asset transactions, and many other functions needed to better service the client. Dee has been in the financial industry for over 20 years, where she has grown from receptionist, and operations specialist to client services associate. She has experience and training in many fields of the industry; and knowledge to achieve maximum operational impacts, conserve time, and boost efficiency.
Dee is a mother of 3 and a bonus mother of many. When she is not in the office, she enjoys spending quality time with her family, traveling, reading, exercising, and relaxing time.