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Debbie is vice president and supervisor of Planning and Research in the Private Client Services group at Benjamin F. Edwards & Co. Joining the firm in 2010, she is responsible for providing financial planning software support as well as assist the firm’s financial advisors with financial planning analysis including asset allocation, retirement planning, and Monte Carlo-style simulation. In addition, Debbie develops and manages a variety of product and service marketing materials and related projects.

With over 16 years of financial industry experience, Debbie held a similar role as a financial planning associate where she gained valuable experience preparing analysis, illustrations, and projections using financial planning software and applications to evaluate the current financial position of clients.

Debbie is a graduate of Southeast Missouri State University – Cape Girardeau where she earned a Bachelor of Science degree in Business Administration. She holds her FINRA Series 7, 63 and 65 licenses.

Read Debbie’s recent blog posts

April 16, 2015 |