Deborah Marsh, a 1979 graduate of the Terry College of Business at UGA, has been helping clients with their investment and insurance needs for over 20 years. She is a 2008 graduate of The Executive Program for Financial Planning Certification at the Terry College of Business at UGA as well. She holds the FINRA Series 7 and Series 63 registrations, Variable Life and Annuity licenses, as well as the States of GA and FL Life/Accident and Sickness licenses.
Deborah has been helping clients with investment and insurance decisions since 1992. Most of that time she has been located in community banks. She understands the concerns of conservative investors. Her focus is on helping clients understand their investment and insurance options, as well as helping them make suitable choices for their individual circumstances.
Brokerage services are:
- Not insured by the FDIC
- Not a deposit
- Not an obligation of, or guaranteed by, the depository institution
- Not insured by any state or federal government agency
- and subject to investment risks, including loss of the principal amount invested.