Deana A. Calvelli

Deana is responsible for strategic and fiduciary consulting leadership of workplace retirement and benefits solutions that align with clients’  business goals and the well-being of their employees. As an innovator who challenges the status quo, she is driven to improve the financial security of individuals and families. Throughout her career, she has served in leadership roles with several of the nation’s leading retirement, benefits consulting and insurance service providers.

 

Deana balances her professional success with a commitment to community and family. She is an active volunteer for the National Association of Plan Advisors, an affiliate of the American Retirement Association, and contributes to the Retirement Advisor Council’s financial literacy initiative. Deana co-chairs the local chapter of WIPN (WE Inspire Promote Network), a national organization that is advancing equity and opportunity for women in the workplace retirement industry.

 

A graduate of Duke University with a degree in economics, Deana was acknowledged as a top retirement plan adviser by PLANADVISER in 2022 and 2023 and recognized as a top women advisor captain by the National Association of Plan Advisors (NAPA) in 2020, 2021, 2022 and 2024. Deana is the proud mother of two sons, a US Navy aviator and a financial markets enthusiast, and enjoys spending time with her Labrador retriever.

 

215-813-6863

New York City, NY