D E N A D. S O U L E, I A C C P ®
Dena Soule is Managing Director and Chief Compliance Officer at Integrated. Dena is responsible for relationship management and the entire client experience. She is intimately involved in our new-client onboarding process and throughout all aspects of the ongoing relationship. Dena knows that a best-in-class financial plan starts with developing a thorough understanding of the clients, their environment, their goals, their concerns, and the makeup of their current team of advisors. She understands that even the most strategic plans are not effective unless fully implemented and subject to periodic review.
“We take special pride in the quality of our client experience. Working with our client’s team of key advisors helps ensure the successful execution of a proprietary plan. This involves providing post-meeting recaps of decisions, as well as required next steps, including detailed time frames and individual responsibilities. Disciplined follow-up is a hallmark of our deep commitment to superior service. We ask specific questions to gather relevant details that ensure the plan and its execution are second to none. We are committed to being the best stewards of our clients’ wealth. That’s Integrated.”
Dena is an Investment Adviser Certified Compliance Professional (IACCP®). She is a member of INFORUM Michigan, whose mission is to support the connectivity, development, and leadership of women in today’s business community and Michigan Women in Finance, which brings together women engaged in the financial community.
Before joining Integrated, Dena was employed at Wells Fargo Advisors and its predecessor organizations. Dena brings over 15 years of relationship management in support of superior investment consulting and risk management for her clients. Dena and her husband, Bill, reside in Rochester Hills with their three children, Nick, Brendan, and Gabbie.
Email: firstname.lastname@example.org • Phone: 248-385-2065