Debbie Lister
CLTC®
Relationship Manager
Debbie has been with Trivium Point Advisory since 2014. She earned her BS in Marketing from Indiana University’s Kelley School of Business.
Debbie has a Florida Life, Health, Property & Casualty Insurance license and is a Certified Long Term Care Specialist. Debbie works with our clients to make sure they have a plan should an Extended Care event occur. In addition, Debbie created our “Peace of Mind” planning guide, which was designed to provide peace of mind to your loved ones in the event something should happen to you. This way, they will know exactly what is in place and who they need to contact during this stressful time.
Outside of work, Debbie loves spending time with her two kids, family and friends. She also enjoys spending time playing tennis, Pickleball and her Peloton workouts.
