Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Debra H. Sherman, CTFA

Senior Wealth Advisor

Debra H. Sherman, CTFA
Senior Wealth Advisor

Debbie works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. She also collaborates with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans and appropriate risk levels. She is a Certified Trust Financial Advisor (CTFA) with experience assisting clients with trust matters.

Debbie is a member of the firm’s Business Retirement Plan Group. In this role, she assists plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities. She also has experience advising clients with prevailing wage plans.

The most rewarding part of the profession for Debbie is learning the unique qualities of each client, building a strong relationship to understand their needs and then tailoring a plan to better align with their goals.

 

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
Debra H. Sherman, CTFA | Senior Wealth Advisor

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