Since 2004, Deborah has been serving clients, initially as a tax professional where she gained knowledge that she now uses to help her clients in her role as financial advisor. She joined Waddell & Reed in 2007. Deborah works with families and businesses to help them work to pursue financial independence and make educated decisions that can help them pursue their long- and short-term financial goals, including building wealth, a comfortable retirement, and preparing themselves in the event of unexpected circumstances. She assists her clients with developing and implementing tax strategies designed to help build their legacy and philanthropic giving. Deborah is committed to being active in the community and supports various local non-profits through donations and event underwriting. Deborah grew up in the United Kingdom, spent twelve years in Chicago, and has lived in Santa Fe with her family since 1999.
Waddell & Reed and its representatives do not offer tax advice. 11/19