Angela Baurley
Founder & CEO, LPL Registered Principal, Wealth Manager
Angela started Affinity Wealth Management believing that independent investment decision-making is the most logical path to serve clients. For over 20 years, she has provided clients with professional advice to help address their financial goals through customized solutions and personalized service. She is committed to building long-term relationships with her clients based on trust, integrity, and excellence. After graduating from Indiana University with honors and two Bachelor of Arts degrees, Angela went on to earn her MBA from the University of Arizona’s Karl Eller Graduate School of Management before launching her career at Dean Witter (now Morgan Stanley).
Outside of her profession, Angela spends time with her family, dogs, and three Arabian show horses. For fun, she enjoys hiking, biking, reading, andadventure travel – ask her where she’s been recently!
Angela is a LPL Registered Principal. She holds Series 24 licensing, OSJ (Office of Supervisory Jurisdiction), and securities industry registrations with LPL Financial: Series 7, 65, 63, 31, & Insurance. She is an LPL Investment Advisor Representative in numerous states.
Debora Wood
LPL Financial Advisor, MBA
Debora has worked in the financial services industry for almost three decades. She began her investment advising career with Merrill Lynch in 1993, then was recruited by Dean Witter (now Morgan Stanley) in 1997. She joined the Affinity Wealth Management team from 2009-2011, when she then opened her own office. We were happy to have Debora rejoin our team in August of 2022 as a Wealth Manager. Debora graduated magna cum laude from Arizona State University where she earned her BS degree, and she earned her MBA degree from the University of Arizona. She holds securities industry registrations with LPL Financial: Series 7, 65, 63, & Insurance, and is licensed in fourteen states.
Vanessa Bell
Director of Operations
Vanessa earned her BA in Psychology from Rutgers University before entering her years spent on the bustling floors of both the New York and American Stock Exchanges with a particular emphasis in operations. This hands-on experience would prove to be invaluable throughout her career, notably in Broker Operations at Commodities Corporation (now Goldman Sachs) and as a Brokers Assistant at Smith Barney (now Morgan Stanley). Vanessa has been with the Affinity Wealth Management team for almost a decade and has earned her current role as Director of Operations by demonstrating exceptional loyalty to the company and its clients, many of whom have since grown to
view her as a friend.
Previously a Tucson resident, Vanessa moved back to Connecticut several years ago to reconnect to her roots and be closer to her aging parents and her brother’s family, and she greatly values their time together. Her personal time is otherwise spent running, out on the water with her rowing team, or traveling with friends.