dd

Directora ejecutiva

Debra Tyler

Debra Tyler

“Construimos
relaciones,
no solo carteras”.

Antes de incorporarse a DM Wealth Management, Debra Tyler trabajó durante seis años en Bank OZK como presidenta de la región del sur de Florida. También fue presidenta de Professional Practice Group (PPG), responsable de administrar el crecimiento y desarrollo de la línea de negocios de PPG, enfocándose en las relaciones con los clientes, incluidos bufetes de abogados, compañías de títulos, contadores públicos, médicos, arquitectos, ingenieros y otros profesionales de negocios.

En sus 40 años de carrera se ha enfocado en las áreas de Gestión de Patrimonio e Inversiones, Banca Minorista y Comercial. Actualmente mantiene sus registros de licencias bursátiles Series 7, 63, 65 y 24.

Debra valora el compromiso de la comunidad, fue copresidenta de Big Brothers Big Sisters of Miami y ha sido Big Sister durante los últimos 15 años. Fue miembro de la junta de la Cámara de Comercio de la Gran Miami y la Cámara de Comercio de Coral Gables. Fue finalista de AXA Business Women of the Year, Outstanding Corporate Leader en 2019. También se desempeñó como miembro del comité para las iniciativas de recaudación de fondos Power of the Purse y Raise the Bar para el Fondo de Mujeres de Miami Dade, entre muchos otros grupos.

DM Wealth Management Group is the “doing business as entity” through which Cristina Mendez, Zoraida Diaz, and Debra Tyler, investment professionals (“IP”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conducts securities and advisory activities DM Wealth Management Group is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit "https://insigneo.com/legalentities" for more information about the differences between these companies, their locations, and what that means for you.

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your Investment Professional for any recommendation regarding your specific financial situation.

Click on the following links to view ISEC Reg BI Client Relationship Summary (“Form CRS”) and IAS Form ADV Part 3 CRS.

The following content is provided by Insigneo, the firm through which DM Wealth Management’s investment professionals offer brokerage and advisory services. Visit insigneo.com to learn more.