Debbi Wertheim manages the delivery of exceptional service to the practice’s high-net-worth clientele. She cultivates long-term client relationships by focusing on a high-touch approach, providing personalized experience catered to the specific needs of clients. Debbi partners with our advisors to create streamlined processes aligned with the expectations and sophistication of affluent, multigenerational clients.

Part of the team since April of 2004, Debbi has previously served as Compliance Liaison and Senior Client Relationship Manager, overseeing investment operations to help ensure that industry rules, regulations and best practices were strictly observed. Prior to joining Greenberg & Rapp Financial Group, she worked with a wealth planner at Lincoln Financial Group in Maryland.

Debbi grew up in Johannesburg, South Africa and graduated with a Bachelor of Commerce with honors in Marketing from the University of the Witwatersrand. She pursued post-graduate studies in branding and advertising. She began her career in financial services with Investec, an international private bank and wealth management group prior to immigrating to the United States in 2001. Debbi proudly attained U.S. citizenship in 2010. She and her husband, Scott, are the doting parents of three daughters. They currently reside in Livingston, New Jersey.