Deandrea Forbes

Deandrea’s responsibilities center around the implementation of investment planning strategies and follow through on the ongoing administration of our clients’ investment accounts.  This includes obtaining all new account opening requirements, completing transfer in and out, deposits, withdrawal requests as well as other administration of investment accounts.

Deandrea attended Thomas Edison State University and has working experience in the financial sector since 2005 supporting both financial professionals and their clients.  She resides in Union County, NJ with her family.

CRN-3608104-052621