Debbie Frey

(301) 739-8505

[email protected]

As Alliance Transition Manager, Debbie is the front line support for Wealth Management firms rolling-up into Carson Institutional Alliance (CIA). She is responsible for the smooth transition of firms joining CIA under Cornerstone and the implementation of operational procedures and business management systems designed to foster growth and the highest quality service to clients.

Prior to joining Cornerstone in 2009, Debbie worked for nearly 10 years as a Registered Sales Assistant and Office Manager. Debbie currently holds her Series 7 license.

Debbie is married with 2 children. Her life revolves around her family and spending time shuffling the kids to their various activities.

Getting to Know Debbie

What motivates Debbie: A challenge

Favorite Holiday: Thanksgiving, because it’s all about spending time with family

Something on Debbie’s bucket list: Running a 5K, which I accomplished in 2013

Biggest Accomplishment: Raising two wonderful children