Debra Melvin, MBA, CDFA®
- With IAG since: 2014
- Professional Certifications: Certified Divorce Financial Analyst
- Personal: Networking, volunteering, golf, and tennis
- Phone: 262-446-8150
- Fax: 262-446-8135
- Email: moc.s1563266507rentr1563266507aphtl1563266507aewga1563266507i@niv1563266507lemd1563266507
Are you the financial decision maker in your household? Have you been through a BIG change in your life like a layoff, divorce, job change, retirement, or the unfortunate loss of a spouse that has impacted you emotionally or financially? Do you sometimes feel worried about the economy and where you should be putting your money? As a Financial Advisor with IAG Wealth Partners, I have the opportunity to work with Women in the Retirement Zone – that period of time that begins about 20 years prior to retirement and continues on throughout retirement. This has been a focus of my professional path for the past 15 years.
It’s important to feel comfortable with your investments and confident in your plans for retirement. As a client of IAG, you have a true investment team behind your advisor. The research and due diligence performed by our investment team is the most thorough I’ve seen. I know that our entire team is just as concerned with taking care of my clients as I am. Everything I present to my clients has been reviewed not only by me, but also the investment team and our Chief Investment Officer.
The entire experience from the second you walk through the doors at IAG is meant to be a comfortable and enjoyable one. From the appointment reminder call, all the way to ensuring that we are reviewing what is important to you and your family, IAG puts you and your goals first.
Debra’s true passion is financial education for women and she is actively involved in several women’s groups in the Milwaukee and Chicago areas. She was also honored in Milwaukee Magazine’s “Five Star: Wealth Manager” list in 2015*.
*2015 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.