Client Service Associate
Carolyn Denisi
Carolyn Denisi is a client service associate at Montis Financial. She works with clients to manage and complete service activities, including transfers and account-specific needs tailored to individual client requests.
Carolyn began her career in 2005 at Putnam Investments, where she specialized in variable annuity services, retirement and education products, and eventually became part of the premier and specialty services groups. She later joined Boston Wealth Strategies in 2021 and Brede Investment Management/Focus Partners Wealth in 2024 serving as a client service associate. She joined Montis Financial in November 2025.
In her spare time, she enjoys volunteering as a booster president for her 2 student athletes, attending their soccer, football and basketball games, watching movies and spending time with family and close friends in Waterville Valley, NH.
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