Deb Minnick, CFP®

Senior Vice President | Private Wealth Management

As a Senior Vice President of Private Wealth Management, Deb specializes in meeting families and individuals where they are to articulate their current financial situation and goals. Through collaborative efforts, she then creates plans to guide them into the future.

Deb’s career has spanned more than 30 years, during which she has worked with families to focus on the continuance of their legacy. Throughout that time, she has worked with individual families, as well as led the growth of extended regional teams within the regional banking and trust sector.

Prior to joining Capital Wealth Advisors in 2018, Deb served as the area President for SunTrust Bank 2011-2017, the Southwest Florida Senior Managing Director of GenSpring SunTrust Private Wealth Management, and the Private Banking Manager for Fifth Third Private Bank 2008-2011.

Deb and her family live in Tallahassee & Naples and have been Florida residents since 1995.

Professional Memberships & Affiliations

Education

  • BS in Finance, Indiana University, Bloomington – Kelley School of Business
  • MBA, University of Colorado, Boulder – Leeds School of Business

Connect with Deb

Speak with a Financial Advisor

You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.

Want to speak with us now? Give us a call at (866) 601-3031.