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Registered Client Service Associate
Deborah is an accomplished financial services professional with over 30 years of experience in the wealth management industry. Joining the Smithberg Wealth’s predecessor firm in 2013, Deborah brings a passion for the field and holds both FINRA Series 7 and 63 registrations.
In her role as a Registered Client Service Associate, Deborah is dedicated to delivering prompt communication and superior client service. As a committed client advocate, she takes a personalized approach to enhancing the client experience and regularly assists with all aspects of the client-advisor relationship, from account opening to trade execution. In addition, Deborah plays an instrumental role in training new Smithberg Wealth employees, taking particular care to pass on her own best practices for superior client service.
When she's not at work, Deborah loves spending time with her family and grandchildren. Together with her husband Pat, she enjoys traveling both domestically and internationally, always seeking new experiences. With her expertise and commitment to excellence, Deborah is a valuable member of the Smithberg Wealth team.