Series 7 [held by LPL Financial]
Series 63 [held by LPL Financial]
Debbie joined Independent Advisor Alliance in September 2019. As an Investment Operations Specialist, Debbie is responsible for trading, operations, and billing systems for IAA’s investment platforms.
Debbie brings nearly a decade of financial services experience with her to IAA. She has served in multiple capacities including both as a retail sales assistant and as an institutional trading specialist. She gained extensive knowledge of trading, operations, and corporate trusts in her previous roles.
Debbie attended the University of Massachusetts and holds degrees in both Psychology and Education. In her free time, she enjoys traveling, reading, boating, and especially fantasy football. Originally from Boston, she moved to North Carolina in 2000. Debbie is married, has two adult sons, and lives in Indian Trail, NC.