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CLIENT PORTAL

Dionna Poluch, CFP®

Client Relationship Manager/Team Lead
Dionna Poluch - Dedham

Contact Dionna

  DIONNA.POLUCH@BECKBODE.COM

About Dionna

Growing up, I spent a lot of time around my familys small business, a hair salon that my grandparents started when they came to America. Although I never aspired to become a hairdresser, I was always intrigued by the inner workings of the operation and the strength of client relationships. My grandparents’ strong work ethic ultimately inspired me and led me to pursue my interests in business.

After graduating from college with a double major in Finance and Marketing, I took a job with JP Morgan to work with people in a much different type of business: wealth management. Once I started working with retail investors – meaning regular people, families, I realized how much I related to the goals they were setting for their lives. It surprised me how much guidance they needed and how much they relied on their financial advisors for information. Helping people move toward their goals is the most rewarding part of my work.

I joined Beck Bode in a client relationship management role, where I continue to focus on client engagement and retention. While I support Ben and Jim specifically, I work closely with the entire service team here at the firm. I look forward to eventually supporting clients in an advisory capacity, as I recently obtained my CERTIFIED FINANCIAL PLANNING™ professional designation. In addition, I hold FINRA Series 7 and 63 securities licenses.

In my experience, many financial advisors are excellent at seeing the big picture and connecting with clients on a personal level. My strength is bringing my detail-oriented, ‘type-A’ personality to the team to balance out this approach. I am also an advocate for client education, as I believe financial advisors have a responsibility to help investors in understand what they are doing and why. This was one of the reasons I made the decision to pursue my CFP®.

After working for a large global financial institution, I am excited to be a part of a smaller firm that is growing quickly. There is tremendous opportunity to build relationships with each member of the team and to have exposure to all parts of the business. Most importantly, I connect with the firms focus on developing long-term relationships with our clients and working exclusively in their best interests.

CREDENTIALS AND OTHER TRIVIA
  • I am originally from Pennsylvania - I attended the University of Delaware
  • In my free time, I love to spend time with family, my boyfriend Connor & my puppy, Howie.