Debra Smith
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Debra Smith Email & Phone Number

Certified Financial Planner at Summit Brokerage Services, Inc.
Location: Santa Rosa, California, United States 3 work roles 1 school
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Current company
Summit Brokerage Services, Inc.
Role
Certified Financial Planner
Location
Santa Rosa, California, United States
Company size
87 employees

Who is Debra Smith? Overview

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Quick answer

Debra Smith is listed as Certified Financial Planner at Summit Brokerage Services, Inc., a with 87 employees, based in Santa Rosa, California, United States. AeroLeads shows a matched LinkedIn profile for Debra Smith.

Debra Smith previously worked as Certified Financial Planner at Debra Smith Financial and Financial Advisor at Summit Brokerage Services, Inc.. Debra Smith studied at Cal Poly San Luis Obispo.

Company email context

Email format at Summit Brokerage Services, Inc.

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Summit Brokerage Services, Inc.

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Profile bio

About Debra Smith

At Debra Smith Financial our core principles of integrity, responsibility, commitment, objectivity and respect drive everything we do. We nurture and maximize our talent and the talent of others to benefit every client. We tap into our resources of understanding, independent experts, advisors and associations. We work with your other advisors such as bankers, accountants and lawyers. The result is a coordinated effort and financial empowerment for you

Listed skills include Partnering With Individuals And Families To Protect And Grow Their Wealth and Financial Empowerment For Independent Women.

Current workplace

Debra Smith's current company

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Summit Brokerage Services, Inc.
Summit Brokerage Services, Inc.
Certified Financial Planner
boca raton, florida, united states
Website
summitfinancialnetworks.com
Employees
87
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3 roles · 32 years

Debra Smith work experience

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Certified Financial Planner

Current
Debra Smith Financial

1260 N. Dutton, Ste. 105, Santa Rosa, Ca

We have been working with individuals and businesses in the area for more than 16 years and we have extensive personal and professional experience.Debra proudly holds the Certified Financial Planner TM professional designation. She is fully licensed to advise clients in all of their financial planning needs including investment options and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your… Show more We have been working with individuals and businesses in the area for more than 16 years and we have extensive personal and professional experience.Debra proudly holds the Certified Financial Planner TM professional designation. She is fully licensed to advise clients in all of their financial planning needs including investment options and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.We’re looking forward to using our expertise to help you pursue your financial goals. Show less

Nov 2005 - Present

Financial Advisor

Sunamerica

Santa Rosa, Ca

1995 - 1999 ~4 yrs
Team & coworkers

Colleagues at Summit Brokerage Services, Inc.

Other employees you can reach at summitfinancialnetworks.com. View company contacts for 87 employees →

LC Lorena Cutright Lorena Cutright Colleague at Summit Brokerage Services, Inc.Myrtle Beach, South Carolina, United States View → LD Lorraine Diperri Lorraine Diperri Colleague at Summit Brokerage Services, Inc.Boca Raton, Florida, United States View → KG Kathy Greaney Kathy Greaney Colleague at Summit Brokerage Services, Inc.Boca Raton, Florida, United States View → KK Kim K. Love Kim K. Love Colleague at Summit Brokerage Services, Inc.Boca Raton, Florida, United States View → PY Paul Yoo Paul Yoo Colleague at Summit Brokerage Services, Inc.Boca Raton, Florida, United States View → JM Jessica Murray Jessica Murray Colleague at Summit Brokerage Services, Inc.West Palm Beach, Florida, United States View → TS Thomas Sommer Thomas Sommer Colleague at Summit Brokerage Services, Inc.West Palm Beach, Florida, United States View → RR Robert Rosenberg Robert Rosenberg Colleague at Summit Brokerage Services, Inc.Sarasota, Florida, United States View → BB Barry Botfeld Barry Botfeld Colleague at Summit Brokerage Services, Inc.Boynton Beach, Florida, United States View → JG Jimmy Gibbs Jimmy Gibbs Colleague at Summit Brokerage Services, Inc.Potwin, Kansas, United States View →
1 education record

Debra Smith education

FAQ

Frequently asked questions about Debra Smith

Quick answers generated from the profile data available on this page.

What company does Debra Smith work for?

Debra Smith works for Summit Brokerage Services, Inc..

What is Debra Smith's role at Summit Brokerage Services, Inc.?

Debra Smith is listed as Certified Financial Planner at Summit Brokerage Services, Inc..

Where is Debra Smith based?

Debra Smith is based in Santa Rosa, California, United States while working with Summit Brokerage Services, Inc..

What companies has Debra Smith worked for?

Debra Smith has worked for Debra Smith Financial, Summit Brokerage Services, Inc., and Sunamerica.

Who are Debra Smith's colleagues at Summit Brokerage Services, Inc.?

Debra Smith's colleagues at Summit Brokerage Services, Inc. include Lorena Cutright, Lorraine Diperri, Kathy Greaney, Kim K. Love, and Paul Yoo.

How can I contact Debra Smith?

You can use AeroLeads to view verified contact signals for Debra Smith at Summit Brokerage Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Debra Smith attend?

Debra Smith studied at Cal Poly San Luis Obispo.

What skills is Debra Smith known for?

Debra Smith is listed with skills including Partnering With Individuals And Families To Protect And Grow Their Wealth and Financial Empowerment For Independent Women.

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