Debra Sherman, CTFA
Designations and Licenses
Debra holds the Certified Trust and Financial Advisor designation.
Experience and Education
As a senior wealth advisor, Debra believes an effective planning engagement starts with understanding a client’s goals before attempting to create a plan. She specializes in working with clients to develop comprehensive wealth planning strategies designed to preserve and grow assets, minimize tax consequences and coordinate estate planning needs.
Prior to joining Mariner Wealth Advisors, Debra was a senior wealth advisor with Domani Wealth. Before that, she worked in a family office servicing high-net worth clients. Her role included being chief financial officer of a venture capital fund that partnered with the SBIC. She also served as senior vice president of trust services and was an investment officer of a non-depository trust company founded by the family office.
Prior to 2000, Debra held positions as a financial analyst with a middle-markets mergers and acquisitions investment firm, a senior investment officer with PNC Brokerage, and a portfolio analyst with State Street Bank.
Debra has a bachelor’s degree in economics from Dickinson College.
Debra enjoys volunteering in the classroom through Junior Achievement.