Debra Targett CFP®

Vice President – Investments

A.G.E. Wealth Management

Location
8794 Boynton Beach Blvd, Ste 220
Boynton Beach, FL 33472

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

A veteran of the financial services industry since 1982, I am passionate about educating the public on smart investing, and have taught numerous workshops in the surrounding communities. Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2014 and facilitated the opening of our Boynton Beach, FL office.

Joining with Steven Brill, CFP®, a financial advisor at Benjamin F. Edwards & Co., we formed A.G.E. Wealth Management. Our team is focused on educating clients and helping them achieve their goals through proper planning and investment strategies where our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation.

A South Florida native, I enjoy spending time with my husband, Tom, and our daughter, Christine. In addition, I like to garden, read, practice yoga and travel to Maui. I am also an avid Miami Heat basketball fan.

Areas of Concentration

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Pre-Retirement Planning Strategies
  • Retirement Income Planning Strategies
  • Retirement Planning Strategies
  • Wealth Transfer Management

Education and Credentials

  • Broward State College, Associate in Arts degree
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2006
Email Debra
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Phone 844-415-9900

Toll Free Phone 844-415-9900

Phone (Direct) 844-415-9900

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

A.G.E. Wealth Management

Location
8794 Boynton Beach Blvd, Ste 220
Boynton Beach, FL 33472

Check the background of this investment professional on FINRA’s BrokerCheck