senior client service manager
Deb joined U.S. Capital Wealth in 2022 with more than 35 years’ experience in the financial services industry including various roles in financial analysis, business management, client service, and management. Prior to joining U.S. Capital Wealth, Deb was with Pinnacle Private Wealth and before that served at Merrill Lynch for 17 years, the latter of which she was a member of their Wealth Management Office in Andover, Massachusetts, for 12 years. Deb is a Chartered Retirement Planning Counselor (CRPC®), is fully registered (Series 7 and 66), and earned her B.S. in Finance from Bentley University. She resides in Bradford, New Hampshire.