Clients and advisors alike can rely on Donna to serve as their advocate. Her goal is to work with clients as they navigate life’s milestones – whether it’s helping send their children & grandchildren off to college, planning & funding retirement plans before and after retirement, or compassionately working through estates after the loss of loved ones. Donna works with clients to simplify matters such as investments and withdrawals, providing reliable strategies and knowledgeable answers that help empower them.
Donna began her career in the financial services industry in 1980 by accepting a position with A.G. Edwards & Sons when she was just 19 years old. In 2008, the company was bought by Wachovia Securities and then, a year later, by Wells Fargo Advisors. Through all these company changes, Donna has filled various roles, including operations, office management, securities and supervision – and has excelled in each.
In addition to her vast and diverse experience, Donna has completed rigorous securities licensing exams to earn her Series 7 and Series 9/10 securities licenses as well as Arkansas Insurance license for Life & Annuities. She has also researched state-specific insurance policies, compliance and conversion through multiple computer systems and operations. Since joining Raymond James in 2018, Donna uses her knowledge and skills to provide exceptional client service. She believes Raymond James is devoted to putting clients first and offers effective resources to help her team meet clients’ investment needs.
A native Arkansan, Donna was born in Salem and raised in Mountain Home, where she still lives today. She has one son, Steven, who has a daughter named Ruby Belle with his wife, Ashley. When she’s not enjoying time with her family, Donna stays busy with her dog, a large Lab/Sheepdoodle mix named Beauty and her cat Prissy. She loves visiting our lakes & rivers, travelling, and amateur photography.