As Head of Retirement Plan Services in Janney Montgomery Scott’s Wealth Management department, Debra is responsible for the development of a broad array of investment products and platforms, complex plan design solutions, training, and a comprehensive suite of retirement plan tools and resources.

Debra has more than 25 years of retirement plan experience. Prior to joining Janney, she served as a Regional Director at Union Central Life Retirement and Investment Services. Debra is a graduate of Rutgers College and holds her Series 6 and 63 licenses. She has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CHFC®), Accredited Investment Fiduciary (AIF®), and Certified Plan Fiduciary Advisor (CPFA®) designations.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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