Financial Designs of Virginia

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Debbie, Administrative Assistant

Debbie is a Virginia native and has been a part of the Financial Designs team since 1997. She serves the firm as the Lead Administrator in the areas of client service, new business processing, portfolio reporting, data base management, payroll, seminar administration, plan composition, and client relations.

Casi, Administrative Assistant

Casi was born and raised in Florida and has lived in the Hampton Roads area since 1991. She has employment experience in the areas of payroll, accounting and customer service and joined the FDVA team in 2010 serving the firm in areas of client service, new business processing, portfolio reporting, data base management, and client relations

Myra, Administrative Assistant

Myra grew up in Virginia Beach and has been a part of the Financial Designs Team since 2008. She serves the firm in the areas of client service, portfolio reporting, data base management reception, seminar administration, and client relations.

Securities offered through UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA, A Limited Partnership. Member FINRA, SIPC. Financial Designs of Virginia and UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA are not affiliated.