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Debra Clark, CFP®

Debra Clark, CFP®


Debra Clark, CFP, was born in Montpelier, VT and is a 1998 graduate of Norwich University. She is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the industry. Debra is a CERTIFIED FINANCIAL PLANNER™, and holds FINRA Series 7, 63 and 65 registrations. Debra specializes in managing portfolios for high net worth individuals, sole proprietors and small businesses. 

Debra’s field of expertise encompasses a wide range of financial planning and portfolio management strategies, including: 

  • Implementing investment strategies to help reduce estate and income tax liabilities 
  • Charitable gifting strategies
  • Retirement income planning
  • Analyzing investment portfolios for suitability based upon modern portfolio theory.
  • Analysis and Implementation of alternative 401(k) platforms for business owners.

Debra currently lives in Wilton, CT., and has three sons.