Donner Wealth Management

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Ed Donner

Ed Donner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Rebecca King

Rebecca King

Paraplanner,

Operations Manager

Qualifications

  • Rebecca has over 15 years of providing exceptional customer service to clients. She is series 7 licensed since 2006.
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Jarrod Shoemaker

Jarrod Shoemaker

Associate Financial Advisor

Qualifications

  • Jarrod currently holds his Series 7, 63 and 65 licenses.
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