As Client Relationship Specialist, Debra is responsible for interfacing with clients on a regular basis and providing administrative functions and asset management support for our team of advisors. Debra assists clients with their day-to-day account needs, including monitoring and budgeting expenses, communicating with custodians, and maintaining appropriate documentation and records.
Bringing over 15 years of industry experience, Debra joined JFS through the 2015 merger with Weathervane Wealth Management, where she served as Operations Manager. At Weathervane, Debra assisted clients with their various financial needs, calculated required distributions and contributions, and was responsible for firm billing.
She is a graduate of Villanova University (PA), where she obtained her Bachelor’s Degree in English with a Business Minor. Debra recently obtained the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.
Debra currently resides in the Philadelphia Metropolitan area. In her free time, you may find Debra on the soccer field with her kids, running, or hiking.