Book Financial Speaker, Debra Brede

Wealth Management Advice That Exceeds Expectations and Delivers Confidence

Debra has made guest appearances on CNBC and FOX Business to discuss the investment landscape and wealth management. She has also contributed to the Wall Street Journal, the New York Times, Businessweek, Financial Times, Reuters, Bloomberg, Forbes, and Kiplinger’s Personal Finance.

Now, that expertise can be available to you and your organization. Debra’s speaking engagements and lectures give a different view of the investment landscape. Her unique insights can give your firm the edge it needs to change the way you do business.

Book Debra for a speaking engagement to unlock the power of purpose-driven, values-oriented, client-centric wealth management.

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  • FT recognized Debra Brede as a FT 400 Financial Advisors 2020 in April 2020 for the previous year. Previous years' awards were recognized around the same time each year for the prior year. As a result of being recognized on this list, Ms. Brede was invited to be a member of the Financial Advisor IQ Leadership Council in 2022 and 2023.
  • Forbes recognized Debra Brede as a Top 250 Wealth Advisors in April 2023 for the twelve months ending 6/3/2022.
  • Forbes recognized Debra Brede Top Women Wealth Advisors in February 2023 for the year ending 9/30/2022.
  • Forbes recognized Debra Brede for Best-in-State in April 2023 for the twelve months ending 6/30/2022.
  • Barron’s recognized Debra Brede as a Hall of Fame Advisor in 2019 after being ranked for 10 or more years on any of the Top 100 Financial Advisors, Barron’s Top Women Financial Advisors, or Top 100 Independent Advisors.
  • Barron’s recognized Debra Brede as a Top 100 Women Financial Advisors in June 2023 for the twelve months ending 3/31/2023.
  • Barron’s recognized Debra Brede as a Top 1,200 Financial Advisor in March 2022 for the twelve months ending 9/30/2021.

*Compensation paid to Forbes and Barron’s for use and promotion of ratings.

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