Debra Getz, Cdfa™, Ricp® Email and Phone Number

I am a Partner of The First Nassau Group at Morgan Stanley where I oversee family and business relationships. I focus on providing strategies and guidance to help preserve wealth and on interfacing between wealth, family dynamics, and the next generation. As such, I lead the team’s trust and estate advisory and financial planning services, which includes cash flow strategies for clients and business owners that help prioritize and predict how their money will be generated and distributed while maintaining adequate cash on hand. My areas of insight include cash management, lending solutions, insurance analysis, investment allocation, retirement income planning, legacy planning, and charitable giving. I am a Retirement Income Certified Professional® (RICP®), which is integral in designing financial planning strategies and implementing the Team’s portfolio management strategies. I am also a Certified Divorce Financial Analyst™ (CDFA®), qualified to help clients understand and navigate the financial implications of the divorce process, working closely with attorneys, mediators, and other interdisciplinary professionals to provide a comprehensive approach. I am a graduate of Rutgers College where I earned a B.A. in Economics with specializations in Finance and Statistics. I enjoy gardening and spending time at the Jersey Shore. Please visit my website for more information: https://advisor.morganstanley.com/the-first-nassau-group