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 running and triathlons. One of my accomplishments was the qualification to Ironman World Championship in Kona HI on October 2017 and 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 wife Kaitlin and newborn son Christopher, so much we all come into work each day since my wife runs a PT clinic next door. You can find us with our son enjoying the beach life with our spare time.

Community participation

South Brevard Sharing Center

Rotary Club of Melbourne Beach

Various triathlon's and running races to benefit charity

Running Zone Foundation

Coastal Boxer Rescue

Satellite High Track Refurbishment

Power of Pizza Charities

Ameriprise National Service Day