Managing Director – Investments
Deeann Jo Griebel has had a decorated career since becoming a Financial Advisor in 1984. She currently serves as the Managing Director of Investments for M&C’s Phoenix branch and has been a six-time selection to Barron’s Top 100 Women Financial Advisor list since 2007.
Prior to her time at M&C, Dee spent many years at Wells Fargo Advisors and was selected as one of the firms Premier Advisors from 2004 through 2012. She also served as a trainer to other financial advisors at Prudential Securities (a predecessor of Wells Fargo Advisors) for several years under the Growing Your Business training program.
In addition, Dee was a part time arbitrator for FINRA from the mid 1980’s thru 2013. She also was a part time arbitrator for the American Arbitration Association from the mid 1980’s thru 2004. Dee also had served on the panel of arbitrators used by the State Bar of Arizona to help resolve disputes among lawyers.
As a financial advisor at Moors & Cabot, Dee’s goal is to keep investors out of trouble with their finances through a wealth-management process. This involves her gaining a deep and detailed understanding of all the issues that can impact an investor’s wealth, such as the effect of fees on performance, estate planning and tax considerations, the overall liquidity of an investor’s net worth, and risk analysis of portfolios.
Dee is series 7, 63, & 65 licensed as well as life insurance licensed. Additionally, she is currently licensed as a Certified Public Accountant (CPA) but not currently practicing accounting.
Check the background of this investment professional on FINRA’s BrokerCheck