Donna R.   Barnes, CFP®

Donna R. Barnes, CFP®

Donna R. Barnes is a CERTIFIED FINANCIAL PLANNER™  certificant who began working as a Financial Consultant in 2003.  Donna graduated from UNC-Charlotte with a BA in Business Administration and for 10 years was a Dave Ramsey SmartVestor Pro.   Donna is committed to helping her clients reach their retirement goals based on the philosophy of eliminating debt and investing for the long term.  Donna previously worked as an executive for AT&T and Lucent Technologies. 

Donna's registered branch address is:

6954 Running Brook Terrace

Willmington, NC 28411

Ph. 910-799-7800

Donna & Dave Ramsey at Financial Peace Plaza

Donna was first introduced to Dave Ramsey through Dave's Financial Peace University (FPU) at her church in 2008.  Since that time, Donna has participated as a small group leader in numerous FPU classes.   She enjoys making a difference in the lives of individuals and families by helping to educate and empower them to achieve their financial goals. 

As a Dave fan, Donna has attended numerous Dave Ramsey live events including the following:

  • The Total Money Makeover Live! in Charleston, SC
  • EntreLeadership® Defined in Raleigh, NC
  • Smart Money Smart Kids in Durham, NC
  • EntreLeadership® Performance Series at Ramsey Solutions Headquarters in Nashville, TN

Donna continues to help her clients and Dave fans invest according to Dave's investment philosophy and financial principles.   

 

SmartVestor Disclosure: Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Royal Alliance and is not sponsored or endorsed by Royal Alliance.


We want to meet you! Please Contact Us for an introduction

Phone (910) 686-1309