Your Advisor

Diane T. McIntee, CFP®

Diane began her career in the banking industry after graduating with a BS, Cum Laude from the University of New Hampshire.  She later received an MBA in Finance and a Certification in Financial Planning.  While raising her family, Diane worked for an accounting firm, adding another dimension to her financial experience.  After passing the rigorous CFP® exam, Diane became a  CERTIFIED FINANCIAL PLANNER™, and founded Optima Assset Management, LLC.

Current memberships include the Financial Planning Association of the Triangle, the Hillsborough Chamber of Commerce, the Morrisville Chamber of Commerce, and the Hillsborough Rotary Club.   Visit her on LinkedIn.

Always an active member of the community, Diane is a registered volunteer of the National Marrow Donor "Be The Match" Program.  She has served as a Board of Education Trustee, was a Charter Trustee of a local education foundation, served as a leader for both Girl Scouts and Cub Scouts, and as a merit badge counselor for Boy Scouts.

Through a combination of experience, knowledge, and integrity Diane provides clients the guidance necessary to identify and implement strategies to pursue their unique financial goals.

Licenses:   Series 7, Series 66, Insurance (Life, Health, and Long Term Care)
                    Registered Representative:  NC, NJ, PA
                    Investment Advisor Representative: GA, NC, NJ, NY, OH, PA, RI