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portrait of Debra Cross
FINANCIAL ADVISOR

Debra Cross

CFP®, CPWA®
1034 C Ann Street, Delavan, WI 53115opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Debra

Welcome! As your financial advisor at Edward Jones in Delavan, we provide big city credentials and strive to deliver small town dedication and exceptional service. I am lucky to have Susan Black, my branch office administrator, on my team who is smart, efficient and funny. Together, we enjoy taking care of our clients - individuals, families and entrepreneurs that are serious, long-term investors in our local area and across the country.

As your financial advisor, I do my best to understand what is important to you. This helps me apply our established processes in crafting your customized strategy. We partner together...

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Insurance & Annuities
  • Wealth Strategies
  • New Investors

Work History

  • Edward JonesApril 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Northwestern UniversityMBA (Masters of Bus Admin)
  • Northwestern UniversityMaster of Engineering

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Cycling
  • Traveling

Team Members

  • Susan Black
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 03:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(262) 728-4224

Fax

(888) 326-3171

Office Address

1034 C Ann Street
Delavan, WI 53115opens in a new window

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