Denis_Damiens

Denis Damiens, CFP®

Founding Member

Mr. Damiens is a co-manager and a member of the Board of Managers 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.

Want us to give you a call?

Let our experienced team help you with your trust needs

By providing my phone number to “Alliance Trust Company, LLC”, I agree and acknowledge that “Alliance Trust Company, LLC” may send text messages to my wireless phone number for any purpose. Message and data rates may apply. We will only send one SMS as a reply to you, and you will be able to opt out by replying “STOP”. For more information on how your data will be handled please visit https://alliancetrustcompany.com/privacy-policy