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Debra Scott
Financial Advisor @Cetera Investors
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WORK HISTORY
Financial Advisor @Cetera Investors
Atlanta, GA, US
Comprehensive client-centric needs based financial planning: cash flow analysis; risk management including life, disability and long term care insurance; investments including retirement and college planning, retirement income and distributions; business owner concerns such as executive and employee benefits and succession planning; tax efficiency and estate planning implications.
EDUCATION
National Center for Paralegal Training
ABA approved certification
The University of Georgia
Certified Financial Planner Program
The University of Georgia
Bachelor of Arts in Journalism, Publications Management with minor in Business
SKILLS
ABOUT DEBRA SCOTT
I simplify the complexities of legalese and jargon to clarify the principles of financial…
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