Deb is a Senior Support Advisor at PRW Wealth Management, LLC, focused primarily on assisting Advisors and clients with retirement, tax, and cashflow planning. She has over 20 years of experience in the financial, banking and tax services industries and currently holds a Series 65 (NASAA Investment Advisor) License along with a MA resident Life & Health Insurance License. Prior to PRW Deb worked as an Advisor for an Independent RIA Firm on Cape Cod and as a Financial Consultant for Webster Bank.
She is a 30-year resident of Cape Cod where she resides with her husband Tom, and son Taylor. She enjoys off-road beaching, paddle boarding, and hiking with her dog. She also dedicates a lot of her free time to volunteering for The Fresh Air Fund where she’s served as the Fund Representative for Cape Cod & The Islands for the past fifteen years.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.