With over 35 years in the financial services industry, Debra has extensive experience and insight to offer clients. She has expertise in comprehensive wealth management services, specializing in investment consulting for high-net-worth individuals and family-owned businesses. Debra works closely with clients to develop tailored financial plans, allowing them to actively pursue their goals and fulfill their needs.
Before joining Raymond James, Debra was Senior Vice President and Senior Portfolio Manager at Morgan Stanley, having served with the firm and its predecessors since 1983. She earned a Bachelor’s degree in Music Education and a Master’s degree in Music Performance from Boise State University.
Debra has remained active in the Boise State University community, serving on the Foundation Board of Directors from 2010-2013, and as the board President 2004-2005. During her service as President, the university began its first official comprehensive fundraising campaign, which at the time was the most successful campaign of a public university in Idaho. Debra currently serves on the university’s Investment and Scholarship committees.
In 2011, Debra was awarded the Boise State University Distinguished Alumni award. In 2013 she was the recipient of the university’s Silver Medallion Award, the highest level of recognition for service to the university, and she was a speaker at that semester’s commencement ceremony.
Debra joined the Board of Directors of the Idaho Community Foundation in 2014. She currently holds the position of Treasurer, and serves on the Financial Affairs Committee and the Budget Committee.
Debra is also a past board Chairman of the Treasure Valley United Way. She has received many accolades and recognitions for her professional expertise, earning the Tribute to Women in Industry award* and the Idaho Business Review Woman of the Year award in 2009**.
An Idaho native, Debra and her husband, Kelly, enjoy living the great Idaho lifestyle.
* Honors women who have excelled in their fields and made significant contributions to industry in executive, managerial and professional roles.
**Honors women who shape Idaho’s economic and community well-being through their outstanding leadership, mentoring efforts and community involvement.
*** Recognized advisors follow the industry’s best practice and have the biggest books of business. The scoring system assigns a value of 100 to the top adviser, then calculates the others’ scores by comparing each with the No. 1 finisher in terms of assets under management, revenue, customer satisfaction and other factors. Total assets are those of the adviser’s team; they include both those at the firm and those held elsewhere but overseen by the team. Institutional assets are given less weight in the scoring.