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About
Deb Kriebel is a Principal and Wealth Manager at CW Advisors, based in Columbia, MD. In this capacity, she leads wealth management strategies for high-net-worth individuals and families, advising on comprehensive financial planning, portfolio construction, and risk management. Her responsibilities include crafting investment solutions that are diversified across core asset classes such as U.S. equities, fixed income, international equities, as well as satellite allocations in areas like emerging markets, real estate, and high-yield bonds.
With a career spanning over two decades, Deb previously served as Partner, Wealth Manager, and Financial Planner at Pinnacle Advisory Group, where she developed deep expertise in client-focused advisory services. She has notable corporate and executive experience, and her transition to CW Advisors followed the firm's acquisition of Pinnacle, enabling her to continue providing integrated wealth solutions for a sophisticated client base.
Ms. Kriebel holds an MBA from the University of Florida and a BS in Chemistry from Penn State University. She is a Certified Financial Planner™ and has been recognized by the investment industry with awards such as the Investment News Women to Watch. Deb is also active in mentoring and promoting industry diversity through initiatives such as the CFP® Women’s Initiative and community financial education programs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CW Advisors | Principal | May 2021 to Present | — |
| Pinnacle Advisory Group | Partner, Wealth Manager, Financial Planner | Sep 1996 to May 2021 | Counsel and help clients pursue their financial goals and simplify their financial life. |
Education
University of Florida
MBA, General Business, Finance & Marketing
1983 — 1985
Penn State University
BS, Chemistry
1976 — 1980
College of Financial Planning
CFP, Financial Planning
Skills & Expertise
Others at Congress Wealth Management LLC / de / (6)
| Name | Role | Location |
|---|---|---|
| Senior Vice President of Investments | Columbia, MD , United States | |
| Manager of Investment Research | Richmond, VA , United States | |
| Portfolio Analyst | Richmond, VA , United States | |
| Trader | Millersville, MD , United States | |
| Client Advisor, Trader | Richmond, VA , United States | |
| Senior Analyst | Philadelphia, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |