About My Practice
As a Wealth Management Advisor, I offer a broad range of brokerage advise and planning, investment advisory, financial planning, retirement planning, philanathropic solutions, estate planning, education planning, and other services such as insurance, credit and lending solutions.
My goal is to thoroughly understand my clients' financial priorities and create customized investment strategies designed to help achieve their financial and life goals. I help bring clarity to investment opportunities and the everchanging market conditions.
My service-focused approach combined with my financial solutions enables my clients to concentrate on their priorities at each stage of their lives
Debra L. Hardin, Vice President, joined Merrill Lynch in 2000. Debra holds the designations of Certified Financial Planner, CFP®, awarded by the Certified Planner Board of Standards, the Certified Investment Management Analyst, CIMA®, awarded by the Investment Management Consultants Association and the Chartered Advisor to Philanthropy, CAP®, awarded by The American College. Debra is a graduate of the University of Michigan, Ann Arbor and resides in Frankenmuth, Michigan.
Debra is active in Rotary, Chairs the City of Frankenmuth Beautification Endowment, is a board member of Michigan's Own Military and Space Museum, serves on the Grant Review Committee for the Frankenmuth Community Foundation and is a member of 100 Women Who Care.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: MI, Health/disability insurance: MI, Fixed annuities: MI, Variable annuities: MI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - Chartered Advisor in Philanthropy (CAP)
Merrill Lynch/Bank of America
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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