Forbes' 2021 America's Top Women Wealth Advisors List
For more than 35 years, Debra has helped individuals and institutional clients weather the most turbulent markets, navigate an evolving landscape, and focus on creating a long-term financial visions. Believing financial education to be essential, Debra has spoken at several public forums on various investment topics, including asset management and allocation, tax-advantaged investment strategies, and estate planning issues.
Debra is also a founding member of Stifel’s Women’s Initiative Network (WIN), as well as a member of WIN’s Steering Committee.
Please join us in congratulating Debra on her second consecutive recognition on being named to Forbes’ 2021 America’s Top Women Wealth Advisors List.
Forbes’ America’s Top Women Wealth Advisors, March 24, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,810 nominations. Advisors in the America’s Top Women Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Debra is also a founding member of Stifel’s Women’s Initiative Network (WIN), as well as a member of WIN’s Steering Committee.
Please join us in congratulating Debra on her second consecutive recognition on being named to Forbes’ 2021 America’s Top Women Wealth Advisors List.
Forbes’ America’s Top Women Wealth Advisors, March 24, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,810 nominations. Advisors in the America’s Top Women Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.