Diane Kessler is currently a Director and Senior Wealth Advisor at Citi Wealth Management, a position held since 2022. They have extensive experience in financial planning, asset allocation, investment management, and estate planning, having previously served as Vice President and Financial Advisor at Citi from 2003 to 2007, and as a Senior Vice President and Senior Wealth Advisor. Prior to that, Diane worked at Morgan Stanley as a Financial Advisor and Retirement Planning Specialist from 1998 to 2003. Diane holds a BS from Drexel University and completed Executive Education at The Wharton School.
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