• Donna Carroll, CDFA®

    Partner, Banks Carroll Group

    Financial Advisor, RJFS

Donna Carroll is a Certified Divorce Financial Analyst® (CDFA®). She primarily focuses on divorce financial strategies, retirement solutions and overall financial planning. Her passion is empowering & educating women about their financial future.

The process begins with a thorough understanding of the client's current situation and major life events and their impact. We then work with the clients to develop specific strategies for income, overall budgeting and lifetime goals. This strategy results in providing the client with an asset allocation strategy that is customized to match the client’s goals and objectives.

Donna's 25 years in this industry have allowed her to witness many market cycles and how to avoid mistakes based on emotions and help clients understand their situation and better know what to expect. She has built her business on trust, integrity and knowing the client.

Donna was educated at NOVA in Virginia and has been a Florida resident for over 25 years.  Her and her family made Gainesville their home in 2006.  She spends her free time giving back to the community with such organizations as Children’s Home Society Auxiliary, Ronald McDonald Advisory Board, American Heart Association and Community Foundation Women’s Giving Circle.

 

Designations & Licenses

  • Certified Divorce Financial Analyst® (CDFA®)
  • Life, Health & Variabe Annuity Insurance Licensed
  • Series 7, 66, 31 Securities License