Debbi K. Wertheim

Compliance Liaison, Client Relationship Specialist

Debbi Wertheim is the Compliance Liaison, Client Relationship Specialist for Greenberg & Rapp.  In her role, Debbi manages and supervises investment activities as well as the general conduct of business operations. She originally joined Greenberg & Rapp in April, 2004 and now brings more than 15 years of financial services experience to her position. She works closely with the Compliance Department at M Holdings Securities to ensure that industry rules, regulations and best practices are strictly observed. Teaming up with financial advisors, Debbi also coordinates the delivery of innovative and exceptional services to their high net worth clientele.

Prior to joining Greenberg & Rapp, Debbi worked with a top producer at Lincoln Financial Group.

In their community, Debbi’s family actively participates in walks and trike-a-thons to support The Friendship Circle and St. Jude Children’s Research Hospital.

Debbi grew up in Johannesburg, South Africa and graduated with a Bachelor of Commerce degree from the University of the Witwatersrand in 1994. She immigrated to the United States in 2001 and proudly attained citizenship in 2010. She and husband, Scott, are the doting parents of three daughters. They currently reside in Livingston, New Jersey.