Donna has more than 35 years of experience in the financial services industry and holds the professional designations of Wealth Management Specialist and Accredited Investment Fiduciary.
She has built trusted relationships with a wide variety of clients, including high-net-worth individuals, institutions, corporations and employee benefit plans. She has also developed an affinity for working with women from all walks of life
The comprehensive financial planning services she provides include investment management, college planning, retirement planning, estate planning, insurance planning and long-term care.
While each client has their own unique set of objectives, Donna’s goal for each client is the same: that they leave her office feeling their financial life is well planned, that their money is invested in a manner that allows them to feel confident, and that they know they have an experienced advisor to assist with their financial needs.
Donna joined Raymond James in 2012 through the acquisition of Morgan Keegan, where she worked for 11 years. Earlier in her career, she was Senior Vice President-Commercial/Real Estate Loans at Regions Financial, where she worked for 20 years.
Donna earned a bachelor’s degree in business administration with a major in finance from Stephen F. Austin State University. She also completed coursework at the Southwestern Graduate School of Banking at Southern Methodist University.
Long active in community organizations, Donna is a past president of Fredonia Rotary and Nacogdoches Business & Professional Women. She was a member of the Nacogdoches County Chamber of Commerce for 20 years and has served as a Nacogdoches Economic Development committee member since 2012.
Donna was born in Fort Campbell, Kentucky, and has lived in Nacogdoches since the age of 3. Today she lives on a small farm with her husband, John, outside of Nacogdoches. In her free time, she enjoys hunting, working in the yard and gardening with her husband.
T 936-560-2851 // Cell 936-615-3004
Raymond James is not affiliated with the above organizations and/or charitable causes.