Deborah Kerr, CFP®

How can I help you?

In 2017, Deborah achieved the CERTIFIED FINANCIAL PLANNER™. Since that time, her focus has been helping families and individuals identify and prioritize their financial goals and creating financial plans as a road map to help them realize their financial goals.

What makes me knowledgeable?

Dee is a graduate of the University of Texas at Austin with a bachelor’s degree in communication. She began her career in financial services over twenty years ago in the insurance industry. She has earned several industry designations including Life Underwriter Training Council Fellow (LUTCF), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). In 2017, she decided to focus on investments and financial planning.

Prior to moving to the Phoenix area in 2022, she worked as a financial advisor for an RIA in Central Texas and then as a high-net-worth financial advisor at Vanguard. She uses her communication skills to help explain complex financial subjects in a way that is most impactful for each unique client’s situation and understanding.

A little more about me

Dee was raised in Tucson and returned to Arizona after residing in Central Texas for several years. Her love of the desert, and the opportunity to be close to her family, including 3 adorable granddaughters, brought her home. Outside of work you’ll find her exploring the surrounding desert with her husband and two cattle dogs.

Learn more about others on your team:

• David Daughtrey, CFA, CFP®

• Erick Newton, CFP®

• Jake Eggett, CFP®

• Corrina Olson, CFP®

• Myra Alport, AFC®

• Kim Costlow

• Amy Burchett

• LaShondra Smith

• Aaron Love

• Javier Jimenez, CFP®