I have been a financial advisor with Edward Jones since 2005. As a limited partner in the firm, I believe that serving clients and truly being impactful in their lives requires going above and beyond.
My career took me to New York, Chicago and Virginia where I traded commodities for a Fortune 500 firm and later my own firm, which became part of RCMA Americas, the largest importer of natural crude rubber in North America. We traded in the Singapore, Tokyo and Osaka exchanges as well as physicals, futures, options and currency.
My family and I reside on Daniel Island; we enjoy swimming, playing golf and getting together with friends and family.
As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
Our process takes clients beyond investment consulting. We address wealth preservation strategies. Our approach is all-encompassing, including strategies for wealth preservation, protection and transfer, as well as tax mitigation and charitable giving. Our process allows us to first hear what's important to our clients. We then develop financial and long-term strategies in which clients can feel confident and establish a review process to help ensure that we are on track to meet clients' goals.
As a financial advisor for Edward Jones, we manage a simple and elegant practice, serving a select group of clients whom we feel we can have the greatest impact on, while working collaboratively with their professional advisors.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Divorce Finances
- Special Needs Financial Considerations
Phone NumberDonna O Mathias at (843) 216-9753
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