About Deborah Trouw, CFP® Certified Financial Advisor Santa Fe

Since 2004, Deborah has been serving clients, initially as a tax professional where she gained knowledge that she now uses to help her clients in her role as financial advisor. She joined Waddell & Reed in 2007. 

Deborah works with families and businesses to help them work to pursue financial security and make educated decisions that can help them reach their long- and short-term financial goals, including building wealth, a comfortable retirement, and protecting themselves in the event of unexpected circumstances. Her clients appreciate the help she provides for developing and implementing tax-planning strategies designed to help build their legacy and philanthropic giving.

Deborah is committed to being active in the community by using her talents to bring together non-profit organizations and their donors in a mutually beneficial way through educational programs.

Deborah grew up in the United Kingdom, spent twelve years in Chicago, and has lived in Santa Fe with her family since 1999.

To make an appointment for a free, no-obligation session with Deborah to discuss your financial-planning needs, call 505-986-0125
or email dtrouw@wradvisors.com

 

02/16