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Deanda Wilson

Financial Planning Analyst

 

As a member of the Financial Planning Analyst team, Deanda works closely with the Relationship Managers and Client Administrators to assist with the development and implementation of comprehensive financial plans for high-net-worth individuals and families.

On a day-to-day basis, Deanda collaborates with members of the Wealth Management and Middle Office Services teams on trading activities, report preparation and delivery, insurance needs analysis, tax planning and preparation, estate planning, and account administration.

New to the family office industry, Deanda brings a wealth of experience in delivering solutions for families having spent 15 years in housing and community development. Prior to joining Pitcairn, Deanda served as a Portfolio Management Specialist at the US Department of Housing and Urban Development, as well as Project Manager at the City of Philadelphia Neighborhood Transformation Initiative. 

Deanda received her Bachelor of Business Administration from Florida A&M University and her Master of City Planning from the University of Pennsylvania. Deanda passed the CFP® Exam in November 2020 and is currently completing the final requirement for certification, which is to accrue 2000 hours of professional experience in financial planning.

Outside of the office, Deanda enjoys taking on new and challenging hobbies. She is currently learning how to crochet and, as a garden enthusiast, is well on her way to having the best dahlia garden in the neighborhood.