Experience

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.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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