Denis Damiens, CFP®

Founding Member

Mr. Damiens is co-manager of Alliance Trust Company. He entered the financial services industry in 1982 after graduation from the University of Southern Mississippi with an MBA degree. In 1984, after a few years of experience with a local financial planning firm, he started his own registered investment advisor company to offer fee-based services.

Denis has worked primarily with high-income and high-net-worth individuals and professionals. His main concentration is on investment management for individuals, qualified retirement plans, and estates. Estate and asset protection planning represent the majority of his activities. Qualified retirement plans are frequently used as planning tools along with structuring various business entities and trust arrangements while working closely with the client’s attorney and accountant. His background includes over twenty years of experience as a branch manager for two independent broker-dealers in which he was responsible for compliance issues and supervision responsibility of other licensed representatives. He has also managed a fee-based registered investment advisor company since 1984.

Industry designations include Certified Financial Planner, Accredited Asset Management Specialist, and Certified Divorce Financial Analyst. He has also received additional training in pension plan design, estate planning, business valuation, and asset protection planning. Other professional activities include business valuations, business mergers, and acquisitions, expert witness testimony on business valuations, and divorce settlements regarding financial issues.

Denis is recognized by industry professionals for his expertise and has been a featured speaker at various industry education programs, professional groups, and trade associations.

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