Diana values the close relationships she has built with CWM clients over her 23 years with the team. She finds great satisfaction in helping clients plan for and achieve meaningful life milestones while supporting their broader financial planning needs.
Her comprehensive approach goes well beyond investment management, encompassing key areas such as insurance planning, tax mitigation strategies, charitable giving, and estate planning. Diana is dedicated to helping clients pursue a secure and comfortable retirement—one that allows them to maintain their lifestyle without the risk of outliving their savings.
Diana began her career in 1997 and joined Constantine Wealth Management in 2003. She spent her first 13 years with the team as a Senior Registered Client Associate, and her knowledge, commitment, and client‑focused mindset made her transition into the financial advisor role in 2016 a natural progression. In 2018, she and her team moved to Raymond James, drawn to the firm’s strong client‑centric culture and values.
As an Accredited Wealth Management Advisor™, Diana has completed the coursework required by the College for Financial Planning, a program designed to help advisors address the distinct needs of high‑net‑worth clients. She adheres to rigorous professional standards and remains committed to ongoing industry education.
She earned her bachelor’s degree in business management from Rutgers University and holds Series 7, 63, and 65 licenses, as well as health and life insurance licenses.
A first‑generation American, Diana grew up in Monmouth County, New Jersey. She now resides in Hawthorne, New Jersey with her dog, Dunkin. Outside of work, she enjoys traveling, gardening, walking, attending concerts, exploring museums, and spending quality time with family and friends.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.