Senior Private Client Advisor and Senior Trust Relationship Manager Deb Spinetta is responsible for providing comprehensive wealth management solutions to high net worth individuals, families and business owners throughout the Washington, D.C. metropolitan region. As a legacy advisor, she works closely with clients’ families and their advisors to develop an appropriate blend of services based on their unique needs, including family governance, fiduciary investment management and trust services.
Deb has nearly three decades of experience in the financial services industry, specializing in managing the needs of high net worth clients. Prior to joining Sandy Spring Private Client Group in 2016, Deb served as Vice President and Senior Private Client Fiduciary Advisor at Wilmington Trust, where she managed relationships comprised of high net worth families, closely-held business principals and multi-generational wealth transfer beneficiaries. Earlier in her career, Deb held positions with several regional and national banks. Deb earned her Bachelor of Science degree at Marywood University and is a graduate of Cannon Financial Institute and the American Bankers Association Graduate Trust School at Northwestern University.
"My view of our client goes beyond the primary individual to the entire family. I am not only a trusted client advisor and financial expert, but a family expert, understanding the dynamics going on in your families and the impact that the money has on their lives. It’s much more than about the money. The legacy we leave our family has more impact than the money we leave them. Just as important are our religious views, values, family history and wishes for how we would like our money to live on after we are gone. One of my roles, is to help facilitate multi-generational conversations about these topics and to assist clients with the solutions that reflect the outcome of our discussions.”