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Friday, March 20, 2015

Meet Barbara Magor Deel: Vice President, Financial Planning

American Investment Planners LLC
500 North Broadway, Suite 260, Jericho, NY 11753
(516) 932-5130 / (866) 932-5130

American Investment Planners LLC Vice President
At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. Being that our firm is built on a group effort, we invite you to become a part of that team by getting to know each of our experts individually. Today, we would like to feature Barbara Magor Deel - CFP, CHFC, MBA - our Vice President of Financial Planning!

Growing up in Brooklyn and Queens as the daughter of a stockbroker, Barbara's first training and job came from Wall Street. After watching her father study different topics related to the field and taking up an interest in his work, she knew she would later find herself in a similar environment, in a similar field.

Starting off in the mail room at Shearson at age 16, Barbara worked on several commodity desks on the floor and continued to do so while she obtained her BBA and MBA in Computers and Statistics at Baruch in Manhattan. Then, after transitioning to the World Trade Center, she worked as the Quantitative Analyst for a mutual fund until her four sons and family life inspired her to relocate to a position closer to home. And you guessed it, just like she followed in her father's footsteps, we have had the pleasure of working with her sons in our firm as interns!

Since joining our team 23 years ago, Barbara has grown with both our firm and each of her clients and is now our Vice President - we are so lucky to have her as a part of our team! Thank you, Barbara, for all of your hard work and dedication to the American Investment Planners LLC family!

For more information on Barbara Magor Deel, check out her employee bio on our website!

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