Debra Willson

Debra Willson

Client Relationship Director, Vice President

Debra joined Rockefeller Global Family Office, as Client Relationship Director and Vice President. Prior to Rockefeller, Debra was on 227 Wealth Management Group’s team at Morgan Stanley. Debra’s extensive background enables the team to provide an exceptional overall client experience. She has over 25 years of management and client service experience, which helps her manage the daily financial needs of our clients. Debra’s passion for communication helps forge strong relationships with both clients and colleagues. Her determination, proficiency and attention to detail make her an invaluable part of the team. With degrees in Finance and Economics from Iowa State University, Debra also brings with her an understanding of financial markets. Day to day operations and investment plan implementation are just some of Debra’s responsibilities.

Debra holds FINRA Series 7, 31, 63, and 65 licenses.

Debra enjoys exploring the world through travel with her family and friends. She also appreciates quiet weekends at her boat in New Buffalo, Michigan. Debra is a life-long resident of Naperville and has 3 grown children.