Debby Minot

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Oakwood, GA 30566

About

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process.

Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University.

Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Expertise

Wealth management Retirement income strategy Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Executive

Demographic focus

Women Professionals Approaching retirement Married/Couples/Partners Parents

Work history

Bank Of America, N.a.

2014 - Present (12 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2014 - Present (12 years)

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