Knowledge, experience, leadership And the confidence to pursue your goals
Like many Financial Advisors, Denny Goforth aims to help simplify and improve his clients' lives. Often, however, his clients end up with more work to do than when they started. That's because after retiring from fulfilling and prosperous careers, many choose to keep working—doing what they never thought they could "afford” to do: starting their own businesses, volunteering full time or taking on humanitarian jobs.
While it is Denny's clear and objective financial advice that helps his clients turn their personal successes into comfortable retirements, Denny defines his success by his ability to help clients pursue their lifelong passions. Above all, Denny seeks distinction and balance in his life; constantly striving to be the best father, husband, friend and advisor that he can be.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management, Wealth Advisor |
Washington, DC |
December 2002 - Present |
Merrill Lynch |
Financial Advisor |
Washington, DC |
January 1998 - December 2002 |
Accomplishments
- Member, The Investment Management Consultants Association (IMCA)
- Member, The Financial Planning Association (FPA)
- Wealth Advisor
Education
- Chartered Financial Consultant (ChFC)
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Bachelor of Science, Cum Laude, Finance and Marketing, University of Maryland, Robert H. Smith School of Business
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life and Health Insurance, Variable Annuity Licensed: DE, FL, MD, ME, MO, NJ, NY, OH, PA, VA
Personal & Community
- Active with many local charities, including Lucky Dog Animal Rescue, Catholic Charities of the Archdiocese of Washington and the Washington Nationals
- Lives in Olney, MD with his wife, Sarah, and children, Benjamin, Emily and Nicholas
- Completed eight half-marathons over the last four years and is passionate about health and fitness, baseball, fine wine and cooking
Registered States:
AK, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OK, OR, PA, RI, SC, TN, TX, VA, WA