Donna Woodard-Batten

Donna applies her more than 30+ years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level. She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Donna also assists our financial advisors in planning and building investment portfolios. She holds Series 7, 63, 9 & 10 securities licenses and life and health insurance licenses.

Prior to joining our team in December 2015, Donna was a Senior Registered Client Associate at Wells Fargo Advisors.

Donna is originally from Selma, NC, and lives in Selma with her husband, Aaron. When not in the office, Donna enjoys spending time in Lake Lure, NC at her family’s mountain condo, cross stitching, cooking, and spoiling her grandson, Avery. She is a member of Branch Chapel FWB church.

Raymond James is not affiliated with the above organizations.