Donna R.   Barnes

Donna R. Barnes

Donna R. Barnes is a CERTIFIED FINANCIAL PLANNER™ (CFP™) 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. 

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.  

Donna's registered branch address is:

6954 Running Brook Terrace

Willmington, NC 28411

Ph. 910-799-7800


Phone (910) 686-1309