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Debbie Lister
Director Of Insurance Planning And Chief Client Officer at Paradigm Financial Partners, Westport Ct
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Work Experience
Director Of Insurance Planning And Chief Client Officer
2014 - Present · 10 years and 11 months
BabyUnited LLC, division of United Legwear Company
Sales Representative
2012 - 2013 · 1 years
National Sales Manager
2008 - 2012 · 4 years
Company Details
Paradigm Financial Partners believes that wealth management is a process that begins with Discovering your vision, values & goals and then developing a Financial & Estate plan to meet those specific goals. In our role as your central financial advisor, we will do everything possible to keep you focused on where you want to go, advise you on how to best get there, and remain committed to the disciplined approach necessary to realizing your full financial potential. Our philosophy is to continually provide our clients with outstanding advice and service. We pride ourselves in having a knowledgeable, capable and experienced staff of professionals, who are committed to provide value to our clients and financial advisors in every possible way. We believe in strong communication as the foundation of our relationship. We take the time to listen to better understand what is important to our clients and to create a plan that is aligned to this vision. We do this all in an environment of uncompromising integrity and complete independence.
Year Founded
2003
Social Media
LinkedinFacebook
Industry
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HQ Location
315 Post Road West US,CT,Westport,06880
Keywords
Asset ManagementEstate PlanningFinancial PlanningSpecial Needs Planning
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