Deborah Graver, Cfp® Clu® Aif®

Deborah Graver, Cfp® Clu® Aif® Email and Phone Number

Partner and Chief Compliance Officer @ Signature Wealth
Pittsburgh, PA, US
Deborah Graver, Cfp® Clu® Aif®'s Location
Pittsburgh, Pennsylvania, United States, United States
Deborah Graver, Cfp® Clu® Aif®'s Contact Details

Deborah Graver, Cfp® Clu® Aif® work email

Deborah Graver, Cfp® Clu® Aif® personal email

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Deborah Graver, Cfp® Clu® Aif® phone numbers

About Deborah Graver, Cfp® Clu® Aif®

I started my career in finance working behind the scenes with institutional investors and wealthy individuals whom I never met in person. Although my talent was appreciated and my work praised, I found my daily tasks to be impersonal and unfulfilling. There are few things in life as personal as one’s money matters and I wanted the opportunity to impact investors in a meaningful, personal and rewarding way.I no longer work behind the scenes. In fact, over the past 25 years, I have met face-to-face with generations of forward-looking individuals to create strategic financial plans to help achieve their life goals, and have found it personally rewarding to share in their successes. More recently, I started to notice that more women were becoming the primary financial decision-makers in their families, and I was compelled to act. Today, my mission is not simply to advise families on how to preserve, grow and transfer their wealth, but also to empower and educate female decision-makers to realize long-term financial success with confidence. When I engage with a client, the experience is tailored to their needs. Financial planning is not a one-size-fits-all widget. It’s a personal relationship built on trust. I appreciate the trust my clients have placed in me over the past two decades, and as an independent investment advisor, I will continue to provide my clientele with investment services with a commitment to loyalty and care.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services including financial planning and fee-based managed accounts offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. All other advisory services offered through Signature Select Wealth, LLC. Signature Financial Planning and Signature Select Wealth are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures

Deborah Graver, Cfp® Clu® Aif®'s Current Company Details
Signature Wealth

Signature Wealth

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Partner and Chief Compliance Officer
Pittsburgh, PA, US
Website:
mysignaturewealth.com
Employees:
26
Deborah Graver, Cfp® Clu® Aif® Work Experience Details
  • Signature Wealth
    Partner And Chief Compliance Officer
    Signature Wealth
    Pittsburgh, Pa, Us
    View
  • Signature Wealth
    Partner & Chief Compliance Officer
    Signature Wealth Feb 2015 - Present
    Greater Pittsburgh Area
    As an senior investment advisor, I specialize in advanced planning strategies that help high net worth individuals achieve financial security throughout their lifetime and to leave a legacy. As a partner in the firm, I assist in operational management.
    View
  • Fragasso Financial Advisors
    President And Chief Operating Officer
    Fragasso Financial Advisors 1996 - 2014
    Greater Pittsburgh Area
    View

Deborah Graver, Cfp® Clu® Aif® Skills

Estate Planning Strategic Planning Wealth Management Retirement Planning Asset Management Corporate Governance Fundraising High Net Worth Individuals Investment Advisory Investment Management Due Diligence Equities Strategic Financial Planning Retirement Public Speaking Mutual Funds Securities Mergers And Acquisitions Long Term Care Investments Risk Management Life Insurance Financial Planning College Expense Planning Long Term Care Charitable Giving Multi Generational Planning Women's Investing Women's Leadership Alternative Investments Finance Financial Advisory Nonprofits Leadership

Deborah Graver, Cfp® Clu® Aif® Education Details

Frequently Asked Questions about Deborah Graver, Cfp® Clu® Aif®

What company does Deborah Graver, Cfp® Clu® Aif® work for?

Deborah Graver, Cfp® Clu® Aif® works for Signature Wealth

What is Deborah Graver, Cfp® Clu® Aif®'s role at the current company?

Deborah Graver, Cfp® Clu® Aif®'s current role is Partner and Chief Compliance Officer.

What is Deborah Graver, Cfp® Clu® Aif®'s email address?

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What schools did Deborah Graver, Cfp® Clu® Aif® attend?

Deborah Graver, Cfp® Clu® Aif® attended University Of Pittsburgh Katz Graduate School Of Business, Penn State University, Tel Aviv University, Allderdice High School.

What skills is Deborah Graver, Cfp® Clu® Aif® known for?

Deborah Graver, Cfp® Clu® Aif® has skills like Estate Planning, Strategic Planning, Wealth Management, Retirement Planning, Asset Management, Corporate Governance, Fundraising, High Net Worth Individuals, Investment Advisory, Investment Management, Due Diligence, Equities.

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