Deanna M. McCarthy
Director of Investment Operations
Deanna is a partner at Primacy Financial with over 18 years of experience in financial planning operations. As Director of Investment Operations, she manages and maintains investment portfolios, proposal generation and investment operational procedures. Deanna holds her FINRA Series 6 and 63 securities registrations along with the New York State Life, Accident and Health Insurance license.
Born and raised in Western New York, Deanna graduated from Canisius University with a degree in Marketing. She enjoys spending time with her husband and children and is passionately involved with Breakthrough T1D (JDRF) for Type 1 Diabetes Research.
*Registered administrative assistant of Cetera Financial Specialists LLC, member FINRA/SIPC.