Debra Levy is a Client Relationship Specialist in Mesirow Wealth Management. She is responsible for new client onboarding, day-to-day client service and communication, trade requests and account documentation.
Debra has more than 25 years of experience working with wealth advisory clients. Prior to joining Mesirow in 2016, she worked at another financial advisory firm assisting with all aspects of client service, including research, trade execution, new client onboarding and quarterly client reviews.
She earned a Bachelor of Arts in Economics from the University of Wisconsin/Madison and holds the FINRA Series 7, 24, 53, 63 and 66 licenses.