Vera Divenyi

Vera Divenyi, JD, CFP®, is a prominent figure in wealth management, currently serving as the Vice President and Client Strategist at BNY Mellon Wealth Management. She has extensive experience in the financial services sector, focusing on holistic wealth planning and advising high-net-worth clients.

Professional Background

• Current Position: Vice President, Client Strategist at BNY Mellon Wealth Management (April 2016 - April 2022)
• Previous Roles:
  • Director, Private Wealth Advisor at BMO Wealth Management (April 2022 - Present)
  • Vice President, Regional Wealth Planner at First Western Trust (September 2015 - April 2016)
  • Relationship Manager at Wells Fargo (October 2012 - October 2013)

Her career spans various roles in finance and law, including positions at Hein & Associates, PricewaterhouseCoopers, and the United Nations.

Education

• JD in Tax: University of the Pacific - McGeorge School of Law (1995 - 1998)
• Bachelor's Degree in English Language and Literature: University of Puget Sound (1991 - 1995)

Certifications

• Certified Financial Planner™ (CFP®): Granted in December 2015
• California Bar License: Admitted in December 1999
• Certified Divorce Financial Analyst®: Certification obtained in February 2018

Expertise

Vera specializes in creating customized wealth plans that address complex financial issues such as tax implications and estate planning. She emphasizes a comprehensive approach to financial management, helping clients navigate their entire financial landscape to achieve their goals.

Personal Attributes

Vera is known for her ability to connect clients with a wide range of financial experts, enhancing their understanding and confidence regarding their financial strategies. Her multilingual skills include proficiency in French, which allows her to engage with a diverse clientele.

In summary, Vera Divenyi combines her legal background with financial expertise to provide strategic advice tailored to the unique needs of her clients.