NAVIGATE

Women and Investing

Speaking with Advisors and clients to better serve and engage women investors. Partnering with Asset Managers to bring these talks to Advisors around the country.

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2) Investing Education

Everyone deserves to feel empowered and truly believe that they are in control of their financial future. Learning about long term investing and matching your goals and risk to achieve the life you desire gives you the knowledge to take action and even hire the right Advisor for you!

I provide talks about women and wealth and provide Financial Advisor training and coaching to help FA's build their Practice through women investors. I also team up with Advisors to provide educational seminars for women.

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Talks

1) Partnering with Asset Managers
and Financial Advisors

1) Partnering with Asset Managers & Financial Advisors

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I educate clients on long term investing so more women are involved in the conversation and learn to find the best financial advisor for them.

I partner with financial advisors to help them build better connections and understand the needs of their female clients.

I help advisors have more impactful meetings and grow their business through female investors.

Build Money Mastery

1) This workshop walks Women and Couples through aligning their money with their values, how to set money goals and investing for the long term to achieve they life they desire.

2) You will better understand investing and learn how to hire the right person to help you achieve your goals. This workshop can give you the training to put an action plan into place.

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WoRKSHOPs

Learn the basics of long term investing without the jargon!

How to set achievable money goals and build your Financial Plan.

Why it's So Important for women to be involved in the investing conversation

Understand how to align Investing with your goals to reach the Financial future you desire.

Client Investing Educational Events

Laura Garcia, Panel Moderator,
Women in ETFs - Miami

"Debra was an outstanding contributor to our event. Her extensive experience in wealth management and financial education allowed her to expertly tailor her discussion to our event's theme. She captivated the audience with insightful statistics and real-world data, creating several “aha” moments that resonated deeply with attendees."

"Your event was so educational and informative in such an approachable way ! "

"No one has explained finance and investing to me the way Debra did"

Megan L. Dream Bank, Event Curator

Jacqui C.

What Attendees are Saying:

“Debra is the rare professional who can speak about all facets of money and investments in a way people can understand. I trust and recommend her without reservation.”

Mari Adam,
Mari Talks Money LLC & Audience Member

Recent Events

Next Year Events

August 8th, 2024
Women in ETFs and FPA Miami
Invest like a Women Panel

October 9th, 2024
Swan Global Investments
Advisor Training
Charlotte, NC

May 2025
Women's Executive Summit
Charleston , SC

Guest Appearances

Women Life and Science Podcast Interview

Cecilia and Debra discuss how the Women need to have a more active role in their financial future.

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Debra has worked in the financial industry for over 27 years, based out of New York City for firms such as Merrill Lynch, Morgan Stanley and Citi Private Bank. She has an MBA in Finance and has earned the Chartered Financial Analyst designation. She is bringing that knowledge directly to people by providing unbiased financial education to help people reach their financial goals and empower students with confidence in their financial future.