Deborah L. Harrington

Deborah has more than 30 years of experience in the investment management and financial services industry. Deborah serves as an integral management role in the strategic, management and operation functions of our wealth management practice. She works with our investment advisors to ensure that the systems, resources and people are in place to help achieve the goals of the firm.

Experience

Served in an executive role for a broad spectrum of firms, ranging from the oldest and largest trust companies in the nation, to co-founding a private, boutique alternative investment firm
Brings strong business acumen in establishing and growing start-up operations, leading and managing growth, and effecting and leading corporate change for sustainable growth
FINRA Series 7, 63, and 65 license holder
Registered Life-only, Accident and Health Agent and Variable Contracts Agent with the California Department of Insurance (License no.: OM27465)

Involvement

Orange County Society of Investment Managers
Board of Directors at The Pacific Club
President of the Orange County Council, Boy Scouts of America
2018 March for Babies Chair for March of Dimes
City of Hope – Construction Industry Alliance
Published articles on the topics of investment management, estate planning, business and family legacy issues of importance

Location

Orange County, CA

Education

Master of Business Administration in finance and marketing
Claremont University (Claremont, California)

Bachelor of Arts in fine arts and a minor in chemistry
University of Southern California (Los Angeles)

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2022 Baker Tilly Wealth Management, LLC

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