Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Debra Stotler, who holds a Chartered Market Technician (CMT) designation, is a Partner at Chestnut Hill Wealth Management Group in Boston. Prior to joining her current firm, Debra was a Senior Vice President of Investments at Moors & Cabot. She spent many years as a Financial Advisor, first at Merrill Lynch and then at Smith Barney, before making the jump into technical analysis. For well over a decade, she has been successfully managing her clients’ portfolios. Debra is a Registered Representative and holds licenses in Series 3, 6, 7, 66 and 87 as well as a CFP™ designation. She is a graduate of Rutgers College and Rutgers University, and she pursued her Ph.D. in Philosophy at the University of Massachusetts at Amherst.
A presentation by Debra Stotler,CMT,CFP, on December 21,2009 as part of the CMT Association Educational Web Series.