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Managing Director

Denise McGinnis
FINRA Brokercheck
Address
580 White Plains Road
Suite 210
Tarrytown, NY 10591
US
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Contact Hours
By appointment

About Denise

Denise McGinnis is a managing director with Fifth Third Wealth Advisors, serving clients in New York. With more than 35 years of financial services industry experience, she provides comprehensive wealth management solutions to high-net-worth individuals and families, foundations, endowments, and institutional clients. Denise has extensive experience in administering complex trust and investment relationships, executing estate plans, and coordinating services to meet clients' wealth planning needs. She has served as the primary point of contact for grantors, co-trustees, trust protectors, beneficiaries, advisors, and attorneys in all aspects of trust administration and account matters. Her primary focus is on helping clients achieve their estate planning goals and cultivating long-term relationships with their families. Denise joined Fifth Third Wealth Advisors in 2023. Previously, she was with BNY Mellon for more than three decades and most recently served as a senior fiduciary officer.
Education
Bachelor of Science - Business Administration, Manhattan College
Licenses & Professional Designations
  • Series 65

About Fifth Third Wealth Advisors

At Fifth Third Wealth Advisors, you’ll get the investment management expertise and responsive service you’re looking for, along with access to a wide range of financial services and solutions tailored for your unique needs. As a Registered Investment Adviser, we provide client-focused advice with goal-based planning and investing. Our financial recommendations are focused on what’s best for you. At the same time, we can help you engage the broad capabilities of Fifth Third Bank.
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