Deborah Doss

Deborah Doss

Senior Registered Sales Associate

Serving as the backbone of the team’s operations and administrative functions. Specializing in assisting clients with day-to-day service inquiries, including banking operations and document management, Deborah focuses on building strong relationships with clients, anticipating needs and requests in advance.

With a career in the financial services industry spanning over two decades and three firms, Deborah has an extreme depth and breadth of experience in assisting clients. Deborah utilizes listening and problem-solving skills to find the best strategies for her clients, giving them a refreshing and helpful approach to service.

Solving complex problems and assisting clients with service and operational inquiries may be on her list of responsibilities, but it is through her personalized and sincere attention to clients that she truly shines.

Certifications // Series 7, 63, & 65 security licenses

Education // Bachelor of Arts in Economics - University of Missouri, Kansas City

Interests // Fitness & Cooking