Donna Phelps, Financial Advisor located in Waco, TX

Financial Advisor
Donna L Phelps

CEPA®
8300 Old Mc Gregor Rd Ste 1b, Waco, TX 76712opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Carol Coffer
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(254) 751-9613

Fax

(855) 553-1226

Office Address

8300 Old Mc Gregor Rd Ste 1b
Waco, TX 76712opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.