As a CERTIFIED FINANCIAL PLANNER (CFP), Vice President and founding member of The CMM Group at Morgan Stanley, Deborah provides customized advice and comprehensive financial planning services to successful individuals and families. The many physicians and professionals she serves appreciate her ability to simplify their most complex financial matters. Her investment philosophy includes a commitment to impact investing, a strategy that enables clients to align their investments with their values concerning the environment and social-justice issues without sacrificing performance. For nearly 30 years, Deborah has helped her clients simplify their financial lives through a comprehensive planning process and a commitment to outstanding service. She focuses on clients personal and professional financial goals, which often include: Managing a life-changing event with confidence, such as the death of a spouse, divorce or leaving a job Planning for a successful retirement Managing risk across all holdings Creating a legacy plan to preserve family harmony as well as assets Achieving philanthropic goals Prior to becoming a Financial Advisor, Deborah considered a career as a musician, having grown up singing with her dads country band. But after attending and working at the Wharton School at the University of Pennsylvania, she recognized her true passion for helping people manage their financial opportunities and challenges. She joined Merrill Lynch as a Financial Advisor in 1986 and moved to Morgan Stanley in 2002 and subsequently earned the highly respected CERTIFIED FINANCIAL PLANNER designation. 