CONNECT

Address:

400 Millstone Drive Suite 202
Hillsborough, NC 27278

Phone:

(919) 245-8728

Fax/Other:

(919) 640-8676

Diane T. McIntee

Diane T. McIntee

Diane T. McIntee holds a BS, Cum Laude, an MBA in Finance, and a Certificate in Financial Planning. She became a CERTIFIED FINANCIAL PLANNERTM certificant and founded Optima Asset Management, LLC in 2007. Diane obtained her Certification in Long Term Care in 2018.

Professional experience in Banking and Accounting made progression to Financial Advisory Services a natural fit for Diane.  Diane addresses each client's individual set of circumstances using a comprehensive approach to assure appropriate recommendations are made. 

Diane serves on the Board of Trustees of the Ronald McDonald House of Durham, as a registered volunteer of the National Marrow Donor "Be The Match" Program and is a neighborhood coordinator for PORCH, an organization which collects food to feed the hungry of Orange County, NC.  Current memberships include the Hillsborough Chamber of Commerce (Member, Past Board of Trustees) and Financial Services Institute. In the past Diane has served as a Board of Education Trustee, a Charter Trustee of a local education foundation, a leader for both Girl Scouts and Cub Scouts, and a merit badge counselor for Boy Scouts,.

Please visit her on LinkedIn and on Optima Asset Management's Facebook page.

 

 

Licenses:   Series 7 General Securities Representative, Series 66 NASAA-Uniform Combined State Law Exam, Insurance (Life Health and Long Term Care)

Registered Representative:  NC, CA, CO, CT, GA, MI, NJ, NY, OH, PA

Investment Advisor Representative: NC,CA, CO, CT, GA, MI, NJ, NY, OH, PA

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Check the background of this financial professional on FINRA's BrokerCheck