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Debbie’s Anniversary, Summer Interns, & More!

Greetings!

This month marks Debbie’s four-year anniversary with Partnership Wealth Management. In case you haven’t had a chance to get to know Debbie, here’s some of what she is doing at work and her personal interests:

Debbie Doyle has been with Partnership Wealth Management since 2016. Her ability to start as an intern and transition to joining Partnership Wealth Management full time after graduation has been the foundation of starting her career in wealth management. Debbie’s roles include developing financial plans, working with clients, and helping with operational, service-oriented tasks.

Her attention to detail, great listening skills, and empathy are key symbols of her respect and thoughtfulness to our clients. She believes that working together as a team of professionals is the best approach to helping our clients work towards attaining their financial planning goals.

Originally from New Jersey, Debbie moved to Baltimore to attend college. Debbie is a proud graduate of Loyola University Maryland with Bachelor of Business Administration degree and a concentration in Finance. During her years at Loyola, she was able to enhance her experience by participating in various philanthropic activities and expanding her classroom borders abroad.

Away from the office, Debbie believes in a happy, healthy, and balanced life. She enjoys spending time with her family and friends, volunteering with Invest in Girls and Girls on the Run, practicing hot yoga, and participating in the local kickball league. On the weekends, you can find Debbie exploring new places, trying out cooking recipes, and spending summers at the Jersey Shore.

Happy anniversary, Debbie, and thank you for everything you do!

 

PWM


Annoucements

 

We’re excited to announce that we’ll have two interns working for us this summer. Luke will be working on Mondays and Tuesdays and Bailey will be working on Thursdays and Fridays. Please help us welcome them.

Regarding her summer internship, Bailey said, “What I’m looking forward to most this summer is having the opportunity to learn about wealth management and further explore my interest in finance.”

Luke said, “I am looking forward to gaining valuable experience in financial planning and wealth management by learning from industry professionals. I am also looking forward to working with the great team at Partnership Wealth Management that will help me learn more about the industry.”

We look forward to having you both working with us this summer!

Away from the Office

June 11th & 12th

Debbie will be out of the office. If you need anything, please contact Woody.

June 15th – 19th

Woody will be out of the office. If you need anything, please contact Debbie at  debbie@partnershipwm.com  or by calling the office.

We are always accepting donations for the local animal shelters – toys, tennis balls, collars, leashes, food, cat litter, cardboard trays, office supplies, cleaning supplies, towels, mats, washcloths, etc. We will accept donations Monday-Friday between 9am & 5pm.

Family

Elise’s theme of late has been cheetah. Everything cheetah. Recently, she set up her stuffed animals in a few rooms of the house to create a zoo experience for us. Heidi and I were the zookeepers and Elise was one of the cheetahs. Elise really gets into character too. Heidi and I had to be careful as we entered her enclosure for feeding time as we would regularly get attacked!

With Elise getting less active time due to studying at home, we’ve been taking more opportunities to go for hikes. Although our cheetah is quite the protector at home, Roxy has been doing a splendid job in nature. In the office, Roxy is our sweet meeter greeter. In the woods, she is on full alert and in charge of security (she’s stepping up for PWM’s VP of Security while Fenway continues to nurse a bad knee). Squirrels, foxes, deer, and raccoons are learning to keep their distance.

 

 

I hope you enjoyed this month’s newsletter!

Best Wishes,

Woody Derricks, CFP®, ADPA®

President

CA Insurance License #0C40217

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 work towards their financial goals. 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.

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Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.