Debra H. Sherman, CTFA

Senior Wealth Advisor

Debra H. Sherman, CTFA
Senior Wealth Advisor

She’ll always work hard, and she’ll always be honest.

That’s what Debbie Sherman is known for among her clients and colleagues.

Spending time with clients is the best part of her role, Debbie says.

She works closely with both families and individuals on financial plans. She first explores their lifestyle needs and future goals, and then works on strategic options to bring to the client conversation.

Debbie focuses on all six of Domani Wealth’s core values to serve her team and clients well. “Accountability, curiosity, integrity, discretion, teamwork, and positivity. They each are needed to be successful,” she says.

A great workday for Debbie would involve presenting information to a client and discussing how different solutions could work for them.

She’s a big proponent of the team approach and collaborates with Domani Wealth’s Investment Strategy Group to be sure clients’ portfolios are aligned with their financial plans and designated risk levels.

The best advice she’s ever received is to ‘always do the right thing’ and she applies that to her role at Domani Wealth. She is a Certified Trust Financial Advisor, experienced in assisting clients form and maintain trusts to manage their wealth and philanthropic goals.

Debbie is also part of Domani’s Business Retirement Plan Group, helping employers to design and administer retirement plans for their workers. She enjoys her role as a fiduciary, ensuring the plans are always created and implemented to meet the goals of each employer. Debbie also has experience advising clients with prevailing wage plans.

In her spare time, Debbie loves to travel, and the favorite place she’s visited is Africa. Her dogs can always make her laugh.

 

Professional Accreditations & Education 
  • Certified Trust Financial Advisor (CTFA)
  • BA Economics, Dickinson College

 

Professional Memberships 
  • Philadelphia Estate Planning Council
  • Financial Planning Association
  • Financial Planning Association of Central PA
  • American Bankers Association

 

Community Involvement (Current and Prior)
  • American Cancer Society
  • American Lung Association
  • American Heart Association

CONTACT INFO

RECENT PUBLICATIONS

Retirement Planning Strategies
Harrisburg Regional Chamber and CREDC
November 2020

Talking to Elderly Parents about Money
Domani Wealth Blog
July 2020

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