Debra Donaldson Scott
Investment Advisor Representative
(404) 816-1153 x 322
Debra is a native of Georgia who grew up on a working family farm with five siblings, earning her Bachelor of Arts in Journalism from the University of Georgia, a Paralegal Certification from the National Center of Paralegal Training, and completing the Certified Financial Planning Program from the University of Georgia. Her informal education through personal life experiences has provided valuable insight to understanding her clients’ concerns, struggles and needs financially.
She worked in the metropolitan Atlanta area as a corporate and litigation paralegal for many years then obtained her insurance and securities licenses in 2000. Debra worked for Wachovia Bank as an officer and financial specialist until 2007 and currently has clients ranging from young professionals to the elderly, small business owners, executives and families.
Due to her background with corporate clients and litigation, Debra’s specialties are small business and executive planning. However, she has a soft spot for working with women who find themselves solely responsible for the finances of their businesses or families due to circumstances they did not anticipate such as illness, death or divorce. Debra enjoys teaching clients the fundamentals of planning for immediate, short term and long term financial goals and covers cash flow analysis, risk management, and investment planning including preparing for retirement, college and windfalls such as awards from lawsuits and inheritances.
Debra lives in Atlanta with her husband, Neal, 2 rescue dogs and 2 rescue cats. In addition to animals, she loves sports, travel, live music, and entertaining friends and family.