Donna Phelps, Financial Advisor

FINANCIAL ADVISOR
Donna L Phelps

CEPA®
The Ridge, 1000 W Hwy 6 Suite 340, Waco, TX 76712opens in a new window
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Focus Areas

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

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Carol Coffer
    Sr. Branch Office Administrator

Send Me a Message

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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

(877) 222-3699

Office Address

The Ridge
1000 W Hwy 6 Suite 340
Waco, TX 76712opens in a new window

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