As a Senior Vice President and Senior Financial Advisor with Enterprise Wealth Management, Debbie works with clients to develop an in-depth understanding of their current financial position and future goals. She partners with team members to support clients in meeting their financial planning, investing, trust, banking and borrowing needs. Debbie is passionate about helping clients achieve their financial objectives and has significant experience and a special interest advising business owners. Her natural curiosity, ability to ask the right questions and effectively gather the appropriate resources benefit her clients and colleagues.
Debbie has more than 20 years of financial industry experience. Prior to joining Enterprise Bank, she was a Private Client Manager with Bank of America Private Bank, following senior roles at Fidelity Investments, including Director, Wealth Advisor Solutions. Debbie has additional financial services experience as a Management Consultant with Ernst & Young and as a Regional Manager in Asset Based Lending at Fleet Bank, now Bank of America.
She earned a B.A. degree from University of Vermont and a M.B.A. from Babson College.
Debbie volunteers at Cradles to Crayons and the Boston Food Bank.
Serving Acton, Fitchburg, Lexington, Leominster, and Westford, along with all communities where we do business.