Sign in

You're signed outSign in or to get full access.

Deb Kriebel

Deb Kriebel

Principal at Congress Wealth Management LLC / de /

Columbia, MD , United States

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

OrganizationRoleDate RangeDetails
CW AdvisorsPrincipalMay 2021 to Present
Pinnacle Advisory GroupPartner, Wealth Manager, Financial PlannerSep 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

Wealth Management
Portfolio Management
Retirement Planning
Estate Planning
Asset Allocation
Asset Management
Financial Planning
Personal Finance
Insurance Planning
Saving for Education
Retirement Income Strategies
Management
Business Strategy
Investments
Pinnacle
Customer Service
Strategic Planning

Others at Congress Wealth Management LLC / de / (6)

NameRoleLocation
Carl Noble
Carl Noble
Senior Vice President of InvestmentsColumbia, MD , United States
Conor Clark
Conor Clark
Manager of Investment ResearchRichmond, VA , United States
John Curtin
John Curtin
Portfolio AnalystRichmond, VA , United States
Ross Causley
Ross Causley
TraderMillersville, MD , United States
Cody Santmyer
Cody Santmyer
Client Advisor, TraderRichmond, VA , United States
Richard Milburn
Richard Milburn
Senior AnalystPhiladelphia, PA , United States

Similar Fund Managers

NameRoleFundLocation
Andrew Dupee
Andrew Dupee
Portfolio ManagerHowland Capital Management LLCBoston, MA , United States
Cameron Rahbar
Cameron Rahbar
Portfolio Manager, Wealth StrategistHowland Capital Management LLCBoston, MA , United States