As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding you.
Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Women are investors too, and a focus area of mine is in helping career women, divorcees and widows create a strategy to fit their specific needs.
I can help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
If you believe estate strategies are only for the wealthy, think again. Estate strategies are for those who want to decide for themselves how their assets will be distributed and who will benefit. I will work with your estate planning attorney or qualified tax advisor to help you develop financial strategies to aid in your comprehensive estate plan.*
I've been a financial advisor with Edward Jones since 1997 and became a limited partner in 2005. I have qualified for our firms' Women's Conference – recognizing top women producers – each year since its inception in 2016.
Originally from Fremont, NC, I moved to and have lived in the Raleigh area since 1988. I graduated from Western Carolina University (WCU) in 1980 and now serve on the WCU Foundation board as Chair.
My senior branch office administrator, Madison Little, is dedicated to providing you with the highest level of service possible.
*Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your estate-planning attorney or qualified tax advisor regarding your situation.
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Charitable Giving
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Active Lifestyle
- Sports Enthusiast
- Animal Rescue
Phone NumberDonna C Winbon at (919) 836-1399
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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