Advisor profile


My approach

Ed Donner - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Ed Donner - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science Finance, Arizona State University, 1999

Interests

In order to have a balanced life my wife, Kaitlin and I are elite athletes and we enjoy a healthy lifestyle of fitness and competition in Ironman triathlons. I will be competing in the Ironman World Championship in Kona HI this October 2017. In 2008, I was fortunate to be named in the worldwide publication Men’s Fitness Magazine as one of the “25 Fittest Guys In America” summer issue. I love spending time with my family as much as possible, whether it’s watching Kaitlin compete or supporting her career as a Doctor of Physical Therapy or just running together with our rescued Boxer, Roxy on the beach.

Community participation

South Brevard Sharing Center

Rotary Club of Melbourne Beach

Various triathlon's and running races to benefit charity

Brevard PALS - Providing Autism Links and Support

Coastal Boxer Rescue

Satellite High Track Refurbishment

Power of Pizza Charities

Ameriprise National Service Day