Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
After a 20 year career in small business retail and the telecommunications industry, Deborah joined Merrill Lynch Wealth Management in 2011 as a Financial Advisor. With a strong foundation in goals based planning, she helps families and individuals develop customized detailed plans to pursue their goals. Our service commitment is clear in every interaction we have with you, no matter how large or small. We know the importance of these assets--and how much depends on proper execution of the strategies we create with you. Deborah is involved in the Coastal Georgia Honor Flight, United Way of Coastal Georgia Board Member and the Merrill Women’s Exchange Mentor Program. She enjoys cooking, hiking and travel. She and her husband David have a daughter and call St. Simons home.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Georgia Southern University
Green Run High School
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.