Our thoughts are with everyone during these unusual times, and we assure you that we are working to make certain your needs are met without interruption. While we do not envision any interruptions in service and have taken steps to make this a reality, we do ask for your patience in the event you experience an unforeseen delay. If you are unable to reach your financial representative, you may contact ProEquities client services at 1-800-288-3035 or email at clientservices@proequities.com. We appreciate your patience and are committed to serving you.
Debra Grier, Eastern Regional Managing Director / Branch Office Development
Deb brings over 25 years of experience in the financial services industry having started her career as a broker with Paine Webber before moving into the IBD space as a recruiter 23 years ago. She works with advisors looking for a change, as well as existing advisors looking to grow their branch, find a successor, and buy or sell a practice.
Patrick Bressler, Western Regional Managing Director / Branch Office Development
Prior to joining ProEquities, Patrick worked at Raymond James Financial for nearly 12 years, first working as an Internal and External Wholesaler within its Asset Management Services (fee-based) department. Most recently, Patrick had been working as a Business Development Consultant supporting Raymond James' financial advisor recruiting efforts across each of its affiliation models. Patrick is a native of Biloxi, Mississippi, and has an undergraduate degree in Banking and Finance from the University of Mississippi. He also holds the Certified Investment Management Analyst (CIMA) designation from the University Of Pennsylvania Wharton School Of Business and is Series 7 and 66 licensed. Patrick is married with three daughters. He also loves to travel, is a big health enthusiast, and an avid reader.
Smith Busby, Recruiter
Smith joined ProEquities in 2011 and moved into her current recruiting role in 2016. Prior to that, Smith worked in the firm’s compliance department in a variety of roles, including surveillance and dispute resolution. Smith is a graduate of Auburn University, where she received a finance degree. She also holds Series 7, 24, and 66 licenses. Away from the office, Smith enjoys teaching classes at The Bar Method, exploring her adopted city of Birmingham, and spending time with family and friends.
Atia Agee, Recruiter
Atia joined ProEquities in 2006 and has developed skills in many facets of the business, including cashiering, margin, investment advisory and compliance. Her multi-faceted experience, combined with her genuine care for people, led her to the Business Development team in March 2019.
Atia graduated from Birmingham Southern College with a bachelor’s degree in photography and a minor in computer science. As a native New Yorker and lover of all sports, she is an avid fan of the New York Giants, the Yankees and Auburn football. Outside of sports, Atia enjoys traveling, good food and good music. She holds a Series 7 License.