Biography

Achieving maximum financial success for her clients is at the heart of Deborah’s business philosophy. She employs an unmatched level of detail in the financial planning process and always tailors each of her plans to the client’s unique needs and best interest. As a people person who helps others better their lives through the lens of long-term financial success, Deborah has made educating her clients an integral part of her practice so that her clients too have the power to make well-informed financial decisions in the future.

Deborah has been in the finance business for 35 years and counting. Starting off at Colonial Investment Services, Deborah spent the majority of her career on the East Coast working in sales management roles before making the move to the West Coast in 2009. She also spent time at John Hancock, BNY Mellon, Bank of America and eventually Merrill Lynch in 2011 working as a financial advisor and solidifying her love of working with clients in her community. She now makes Wedbush Securities her new home, bringing to the firm her wealth of knowledge and expertise. Deborah takes great pride when working with her clients in exploring the importance of investing, lending, interest rates, inflation and any other topics she deems essential. Deborah works closely with all of her clients and always makes it her priority to create solutions for long-lasting financial success.

Originally from New York, Deborah now resides in Playa Del Rey with her husband. She enjoys staying active, traveling to national parks and spending time with her daughter, four step-children and nine grandchildren. When she’s not working closely with her clients, you might also find Deborah tending to her Japanese gardens or in the Japanese tea house that is built over the Koi pond in her backyard.

SPECIALIZATIONS

  • 529 Plans
  • Maximizing Cash Positions
  • Retirement Planning

Credentials

  • Series 6, 7, 24, 63 and 65 securities licenses
  • Licensed in 14 states – AZ, CA, FL, IL, MA, NV, NJ, NM, NY, OR, SC, TN, TX, WA

Mission Statement