Diane T. McIntee is a registered representative registered to transact business with clients in NC, NJ, and PA.  Diane T. McIntee is advisory licensed in the following states: GA, NC, NJ, PA, RI, and NY. Diane T. McIntee is also an insurance agent licensed in NC, NJ, PA, and RI.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value 

Optima Asset Management, LLC is not a registered broker/dealer or independent investment advisory firm.

Approach to Wealth Management | Eight Wealth Managment Issues | Products & Services | Your Advisor | Featured Links | Professional Money Management