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Deborah Key Location
Los Angeles, CA, US
Deborah Key Work
Financial Advisor-Senior Vice President @ (August 2018 - Present)
Senior Vice President and Wealth Advisor @ (March 2001 - August 2018)
Vice President Investments @ MERRILL LYNCH INTERNATIONAL (April 1989 - March 2001)
Account Executive @ (January 1988 - April 1989)
Registered Sales Associate @ (July 1987 - July 1988)
Deborah Key Education
UCLA
Deborah Key Skills
MULTI-GENERATIONAL WEALTH MANAGEMENT
Wealth Management
Asset Allocation
Retirement Planning
Series 7
Investment Advisory
Wealth Management Services
Investment Strategies
Estate Planning
Wealth
Investments
Financial Advisory
Strategic Financial Planning
Private Banking
High Net Worth Individuals
Portfolio Management
Asset Management
Marketing
Strategy
Finance
Deborah Key Summary
Deborah Key, based in Los Angeles, CA, US, is currently a Financial Advisor-Senior Vice President at Wells Fargo Advisors. Deborah Key brings experience from previous roles at UBS, MERRILL LYNCH INTERNATIONAL, Credit Suisse and Morgan Stanley. Deborah Key holds a UCLA. With a robust skill set that includes MULTI-GENERATIONAL WEALTH MANAGEMENT, Wealth Management, Asset Allocation, Retirement Planning, Series 7 and more. Deborah Key has 3 emails and 1 mobile phone numbers on RocketReach.
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