Debra Melvin, MBA, CDFA in

Debra Melvin, MBA, CDFA

Critic · DISC type C
Financial Advisor & Founder of Divorced Millionaire Moms at I.A.G. Wealth Partners
📍 Milwaukee, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
Financial Advisor & Founder of Divorced Millionaire Moms
Job Level
Leadership
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Debra shows up

Negotiator
ROI Driven
Critic

They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms. They like to do things independently and don’t look for support from others.

Priorities

Topics Debra cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2014
Financial Advisor & Founder of Divorced Millionaire Moms
I.A.G. Wealth Partners
10-2011 - 3-2014
Vice President - Investments, Financial Advisor
Cedar Creek Securities Inc.
10-2010 - 10-2012
Sponsorship Chair
Executive Women's Golf Association
12-2003 - 10-2011
Financial Advisor
Morgan Stanley Smith Barney LLC
Operations Associate
A.G. Edwards & Sons, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science
University of Wisconsin-Madison
MBA
Marquette University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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