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Debra Richards

Supervisor, Tax

Debra joined Clearstead’s Private Client Services in 2021.  As a Supervisor, Debra provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high-net-worth clients.

Prior to joining Clearstead, Debra owned an accounting firm servicing small businesses and business owners in the Chicago area.  Debra received a bachelor’s degree from the University of Illinois Champaign-Urbana and a Master of Accountancy from Kaplan University.  Debra is a licensed Enrolled Agent and is a member of National Association of Enrolled Agents and the Ohio Society of Enrolled Agents.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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