I’m very excited to have Debbie start her full-time career with Partnership Wealth Management as a paraplanner! Debbie started with us last summer as an intern and has done impressive work during that time.
Debbie is a graduate of Loyola University Maryland with a Bachelor’s in Business Administration and a concentration in Finance. While at Loyola, she was an active member in Relay for Life as well as a volunteer with the Best Buddies program.
Debbie says, “After exploring the different careers in the world of finance, I particularly felt the strongest connection with those working in wealth management. I choose this industry and specific sector because of my strong interest in helping individuals solve, strengthen, and prepare their financial futures.”
Outside of the office, Debbie spends a considerable amount of time traveling and exploring new cities (including a semester studying abroad in Cork, Ireland). She also looks for fun DIY projects to do at home to indulge her creative side. When she’s not traveling you can find her fueling her coffee addiction around town, playing in a local kickball league, or searching for the next good book to read.
Help me welcome Debbie to the Partnership Wealth Management team!
As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them make the most of their investments. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started.
Certified Financial Planner Board of Standards Inc. owns the certification mark CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.