Donna has nearly 30 years of experience in the financial services industry and helps us maintain the high level of service we provide our clients. She helps ensure that their requests and needs are handled in a timely and accurate manner.
She holds Series 7,9,10, 24 and 63 licenses, and supports the business operations of our team, playing a key role in preparing and processing reports and documents. Before joining our team in December 2015, Donna was a savings services specialist at Raleigh Federal Savings Bank, and a registered client associate at Wells Fargo, Wachovia and First Union.
Donna was born and raised in Selma and lives here today with her husband, Aaron, and children, Lauren, David and Luke. She is a member of the Branch Chapel Free Will Baptist Church and enjoys cooking and cross-stitching in her free time.