Dena Minning is a CFA, CFP-designated registered investment advisor at Vioni Capital Management, LLC, based in St Petersburg, FL, with 30 years of industry experience. Dena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 18 clients with $77M in assets under management.
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Contact
Dena Minning
Location
5462 Central Ave, St Petersburg, FL, 33707
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Regulatory History
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Dena is the President and co-manager of Paradise Prop LLC, a residential rental real estate investment, spending minimal time on management and leasing. She is also an officer (Sec/Treas) for her husband's hydrogeology consulting firm, RC Minning & Assoc, dedicating minimal time to strategy.
Employment History
Current Registrations
Vioni Capital Management, LLC
Personal Asset Management
Previous Registrations
Merrill Lynch Investment Managers LP
State Registrations1 state
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Additional Information
Dena Minning is President and Senior Portfolio Manager for Personal Asset Management. She has more than 20 years industry experience and credentials commensurate with a life-long career in financial services. Dena has worked in a wide range of financial service firms, including banks, brokers and trust companies. She spent the majority of her time as a Portfolio Manager, managing high net worth investors' portfolios as part of Merrill Lynch's discretionary asset management division. Dena has an MBA and has earned designations as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP) and Certified Senior Advisor (CSA). She is active in AARP, the Suncoast Estate Planning Council and her local civic association.