Deborah "Debi" Edwards

Deborah "Debi" Edwards

Deborah "Debi" Edwards

CPA + Financial Advisor

In 1984, Debi joined the firm that was founded by her mother and grandfather. She is a Certified Public Accountant (CPA) and financial advisor. Debi has demonstrated her knowledge and expertise in personal financial planning by attaining the Personal Financial Specialist (PFS) designation from the American Institute of CPAs (AICPA). As the lead partner, she has cultivated a firm that values teamwork, trust and mutual respect. She is proud to serve three generations of clients – a true testament to a family legacy of providing knowledgeable, professional and comprehensive accounting and tax advisory services for over 50 years. The firm also proudly holds membership in the Greater Belleville Chamber of Commerce.

Debi was inspired to provide financial services including investment, retirement and estate planning because of her commitment to helping clients realize the benefit of tax-optimized financial planning. There is nothing more gratifying to her than using the specialized tax and investment expertise of all team members to provide clients with guidance designed to help them realize their financial goals.

Debi’s husband, Kevin,  also works at the firm and shares her same passion of making a difference for their clients. They have been blessed with one son, Brandon, who served the country for eight years in the United States Air Force, including time in Afghanistan. He now works in law enforcement in Charleston, South Carolina.  Debi has four siblings, three of whom are also CPAs! She enjoys walking, boating, golfing, traveling, and of course, spending time with family and friends. Debi is active with Sts. Peter & Paul Church and the Diocese of Belleville. She is a past board member and chairman for the Finance Council, the Diocesan Community Foundation and several youth retreat programs.

Designations
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Licenses
FINRA Series 7
FINRA Series 66

Education
Bachelor of Science in Accountancy, Illinois State University (1982)

Professional Memberships
American Institute of CPAs (AICPA)
Illinois CPA Society (ICPAS)

 

Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of CA, FL, GA, IL, MO, SC and VA. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.

    

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