Deborah Lacey
College of Family and Consumer Sciences
Lecturer of Financial Planning
204 Housing and Consumer Research Center (House C)
415 Sanford Dr.
Athens, GA 30602
Teaching
FHCE 3100 Consumer Decision Making
FHCE 4200 Wealth Management I
FHCE 6220 Advanced Estate Planning
Service
| Organization | Title | Year(s) | Service Type |
|---|---|---|---|
| United Way Finance and Audit Committee | Advisory Board Member | Since 2020 | Community Service |
| Junior Achievement Advisory Board | Advisory Board Member | Since 2024 | Community Service |
| HCA Endowment Board | Investment Committee Chair & Member | Since 2016 | Community Service |
Areas of Expertise
Investments & Portfolio Creation
Ethics & Financial Planning Behavioral Finance
Retirement Planning & Income Planning
Risk Management & Insurance
Estate, Gift, and Federal Tax Planning
Debt Management
Certifications:
Professor Lacey is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®), and earned her FINRA Series 7 (General Securities Representative Exam) and Series FINRA Series 65 (Uniform Investment Advisor Law Exam) licenses.
Brief Bio:
As a Financial Advisor, I take pride in creating and delivering quality, personalized service, in-depth investment analysis, and customized financial plans to businesses, not-for-profits, and individuals. I help decipher the financial “noise” and set realistic expectations so clients can confidently realize a strong financial future. As an educator, I have had the privilege to mentor and teach students equipping them in their future careers through knowledge in Personal Financial Planning, Investments, Wealth Management, Retirement Planning, Risk Management, Debt Management and Counseling, Estate, Gift, and Federal Tax, Business Finance, Ethics, and Managerial Accounting. When I am not interacting with students at UGA or clients in my Financial Advisory Consulting, I enjoy working on the Junior Achievement Advisory Board, a 501(c)(3) Endowment Fund, the United Way Finance and Audit Committee, presenting planning-for-college seminars to high school students, being a coordinator in the Volunteers Income Tax Assistance (VITA) program, and listening to jazz as I eat Shrimp Etouffee.