Debra Neelan

Debra Neelan Pooled Trust Associate

About

Debra Neelen is originally from Rhode Island but has called Florida home for over 30 years. An accounting specialist for decades, Debra brings wide-ranging experience of fiduciary responsibility from both profit and non-profit work places.

She is a sports fan and enjoys attending and enthusiastically rooting for her teams: the Tampa Bay Lightning, the New York Yankees, and the Indianapolis Colts. Family is also a big part of Debra’s life and she never misses an opportunity to have fun with her children, grandchildren, and extended family.

Debra prides herself in efficiency, common-sense, and patience.

She is excited to be one of the newest Pooled Trust Associates at FND Trust Services and has already developed professional yet caring relationships with many of our valued clients.

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Why FND Trust Services?

Florida Trust Services You Can Count On

Quick Response
Our goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible.
Service
We provide a “no mess, no fuss” solution to special needs trust administration for our beneficiaries and the professionals who serve them.
Transparency
We offer beneficiaries and their representatives instant access to balance and account information. We also provide monthly statements and annual accounting.
Stability
FND has been in existence for over 30 years. We have many programs including Federal and State grants for persons with disabilities, their families, and those who serve them.
Accountability
Since we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations.
Independent Financial Management
We retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s-length relationship.