Deborah S. Marsh, AFIM

Your team advisor is Deborah Marsh. Deborah is an Accredited Fiduciary Investment Manager (AFIM), an accreditation she obtained from the Cannon Financial Institute. Deborah holds a Bachelor of Business Administration degree from the University of Georgia and has been a financial advisor for more than 25 years.

Deborah’s “team approach” to investing means including her clients as the MVP of the team. Together, you and Deborah will develop and implement the investment strategy that is an appropriate fit for your individual life stage and your risk tolerance. Deborah notes that she “seeks relationships with her clients, rather than merely transacting business.”