Debra is a Senior Vice President, Investments with Raymond James & Associates, Inc. As an investment professional with more than 20 years of experience, and extensive background in comprehensive financial planning, Debra takes an individualized, comprehensive approach to helping her clients structure their portfolios and plan for their future. Debra works primarily with families, individuals and small businesses, helping them develop a personalized investment strategy designed to meet their needs, goals and objectives.
Taking time to understand each client’s unique financial situation is the basis of her practice. Once becoming a client, Debra conducts regular periodic personal portfolio reviews. This ongoing service helps to keep her client’s portfolios on track and adjusts for their changing needs and the economic environment. Debra is committed to developing and maintaining long term relationships with her clients and delivering exceptional client service.
As a CERTIFIED FINANCIAL PLANNER™ professional, and Retirement Income Certified Professional™, Debra believes that continuing education is imperative to her clients’ success and the ongoing success of her practice. Debra is a member of the Pittsburgh Stock and Bond Association and the Association of Female Executives. She resides in the Allison Park area of Pittsburgh with her son. She enjoys the outdoors, golf, staying active and spending time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.