Investment Services: Dennis Sexton
We’re excited to introduce Dennis Sexton, the newest member of the Harvard FCU Investment Services team. With over 30 years of experience in the financial services industry—including many years with TIAA Wealth Management—Dennis brings a deep understanding of retirement planning, investment strategy, and legacy preparation. Dennis has worked closely with individuals and families at every stage of life, helping them make confident, informed financial decisions. His approach is simple: deliver clear, practical advice that’s tailored to your unique goals.
As a Harvard FCU member, you have access to a no-obligation financial review with Dennis. Whether you’re just beginning to plan for retirement or seeking a fresh perspective on your current strategy, Dennis can help with:
As a Harvard FCU member, you have access to a no-obligation financial review with Dennis. Whether you’re just beginning to plan for retirement or seeking a fresh perspective on your current strategy, Dennis can help with:
- Retirement income strategies
- Consolidating retirement accounts (401(k), 403(b), 457)
- Tax-efficient planning
- Asset protection and legacy planning
Dennis understands that your time is valuable—and financial planning doesn’t have to be overwhelming. He’s here to be a trusted resource and guide as you plan for the future.
Ready to get started?
Schedule your complimentary review today and take the next step toward greater financial clarity.
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