We are proud to announce that the Boston Estate Planning Council has elected Partner and Senior Client Advisor, Debra A. Whitney, CFP®, CAP®, AEP®, MS, as treasurer for the 2023-2024 term. Deb has been active with BEPC for several years, contributing her time and expertise to various committees. She previously served as a member of the Board of Directors for three years, the Board liaison to the Membership Committee and as a member of the Budget/Finance committee. Deb has also held leadership positions such as Chair and Vice Chair of the Membership Committee and Vice Chair of the Women’s Initiative Committee.
Deb is a Partner & Senior Client Advisor at the firm. While she is responsible for multiple areas of wealth management, she has a particular focus on assisting multigenerational families in defining and achieving their goals through wealth transfer planning, philanthropic engagement, and financial education of family members. Before joining the firm in 2007, Deb held positions in exercise science and coaching. She was a Physiologist in the National Team Division for USA Swimming, where she conducted research and advised National Team coaches and swimmers on the physiology of training and competition. She is a former member of the Professional Advisors Network at The Boston Foundation and is a Chartered Advisor in Philanthropy®.
Learn more about Deb Whitney here.Learn more about BEPC here