Debbie Dorman. Financial Advisor,CDFA® began her career in the financial services industry as a Financial Advisor with Merrill Lynch in New York and then Florida. In 2001, Debbie relocated to Georgia and worked at Met Life. Before joining Apogee Financial Partners in 2013, she held the position of Personal Banker and Brokerage Associate at Wells Fargo Bank where she was ranked 4th in the Southeast in acquiring investment business and earned the "Best Shot" Service Award.
Debbie was raised in Connecticut, attended C.W. Post College on Long Island where she earned a B.S. in Marketing. In her practice, Debbie, who is also a Certified Divorce Financial Analyst works with women in transition including those in process and post-divorce, gray divorce, and widows. She helps provide appropriate and resourceful solutions to women stepping into the next chapter of their lives.
In 2015, Debbie started the Boot Camp 4 Divorcing Women Workshop that educates women considering, in process and post-divorce. Women’s biggest fears are typically their children and will they survive financially. Over the past decade Debbie has worked with many women who are navigating “gray divorce”. She currently facilitates Boot Camp for Divorcing Women within the Library System.
Debbie has a passion for working with her clients and their legal advisors to design charitable giving strategies, particularly for dog and horse rescue, that help produce mid and long-range income streams. She regularly partners with other financial experts to provide her clients fully integrated solutions. She is available to present an array of financial programs for corporate lunch and learns and events. In August 2025 Debbie launched “Girl Money Mafia” which can be viewed on FB, LinkedIn, and Instagram. Debbie is a lifetime equestrian who has volunteered for dog and horse rescue. Debbie previously hosted Project Ride for at-risk youth at her farm in Florida and mentored many of the young girls who were in her program.
Professional Specialties:
- Women
- Women in Transition, divorce, widows, retirement
- Life, Disability and Long-Term Care Insurance
- Retirement Planning Strategies
- Charitable Giving Strategies
- Estate Planning and Tax Reduction Strategies
Debbie Dorman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia. Debbie is life and health insurance licensed in Georgia.