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Deborah D

Series 65

Cornwall, NY

Fifth Third Wealth Advisors LLC

Deborah Dulaney is a Series 65-licensed advisor with Fifth Third Wealth Advisors LLC, based in Cornwall, NY, and has two years of industry experience. She previously worked at BNY Mellon for 33 years. Dulaney serves as a trustee of the Hudson Highlands Nature Museum, participating in board and committee meetings for a nature-based education nonprofit. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources across affiliated entities.

Private / alternative investments Tax-loss harvesting Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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