Debra Brede
Debra Brede founded the Massachusetts-based D.K. Brede Investment Management Company, Inc. in 1989. Her organization manages money for wealthy individuals, municipalities, trusts, and corporations—garnering numerous awards and distinctions in its 30-year history. Brede was on Barron's list of the Top 1,200 Advisors in America List in 2017, and Barron's Top 100 Women Financial Advisors in the U.S. for thirteen consecutive years. For the past three years, Brede has been named to Forbes' Best Advisors in America List.
She is an alumna of Pennsylvania State University and the Harvard Business School Owner/President Management Program. Brede is active in several charities, sitting on the boards of Boston Rescue Mission, Agape International, and Newton-Wellesley Hospital, among others.
Securities and advisory services offered through Commonwealth Financial Network®, FINRA (http://www.finra.org/) / SIPC (https://www.sipc.org/), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Debra Brede founded the Massachusetts-based D.K. Brede Investment Management Company, Inc. in 1989. Her organization manages money for wealthy individuals, municipalities, trusts, and corporations—garnering numerous awards and distinctions in its 30-year history. Brede was on Barron's list of the Top 1,200 Advisors in America List in 2017, and Barron's Top 100 Women Financial Advisors in the U.S. for thirteen consecutive years. For the past three years, Brede has been named to Forbes' Best Advisors in America List.
She is an alumna of Pennsylvania State University and the Harvard Business School Owner/President Management Program. Brede is active in several charities, sitting on the boards of Boston Rescue Mission, Agape International, and Newton-Wellesley Hospital, among others.
Securities and advisory services offered through Commonwealth Financial Network®, FINRA (http://www.finra.org/) / SIPC (https://www.sipc.org/), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
When Planning Meets Reality
In her presentation, Brede shares what separates the winning strategies from the losers and how to help guide others through their financial journies.
