Wealth Management Associate
Deborah is a Wealth Management Associate. She started with UBS in 2006 in the Middlebury, CT office. She has been in the business since 1994, starting at Merrill Lynch in New London where she obtained her Series 7 and 63. Following Merrill Lynch, she worked at Advest and Morgan Stanley. While at UBS, she obtained her Series 66 and the designation of FPQP from the College for Financial Planning. Deborah graduated from Siena College in Loudonville, NY in 1982 with a BS in Finance. She currently lives in Hamden, CT with her husband, David, and their dog, Suzie Q.
Debbie is also the Client Service Associate Coach for the New Haven Office.
Education
Wealth Management Associate
Deborah is a Wealth Management Associate. She started with UBS in 2006 in the Middlebury, CT office. She has been in the business since 1994, starting at Merrill Lynch in New London where she obtained her Series 7 and 63. Following Merrill Lynch, she worked at Advest and Morgan Stanley. While at UBS, she obtained her Series 66 and the designation of FPQP from the College for Financial Planning. Deborah graduated from Siena College in Loudonville, NY in 1982 with a BS in Finance. She currently lives in Hamden, CT with her husband, David, and their dog, Suzie Q.
Debbie is also the Client Service Associate Coach for the New Haven Office.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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