Donna Rasile, IMCA- Series 65

Senior Wealth Manager
GreerWalker LLP
227 West Trade St. Suite 1100
Charlotte, NC 28202
United States
Phone: 7043538281
Training: Comprehensive RLP® more info

About My Practice
As a registered investment advisor, GreerWalker Wealth Management operates under the strictest fiduciary standards. Our firm adheres to a focused investment discipline concentrating on diversification, long-term holding periods, tax sensitivity, and risk-adjusted returns. We do not sell our own financial products and model our fee structure solely based on percentage of assets, not on trading or number of transactions. Thus, our selection of investment vehicles is totally objective and solely based on the needs of our clients.

About Donna Rasile
Donna Rasile is a senior manager with GreerWalker Wealth Management LLC since 2003. With more than 25 years of experience in the investment industry, Donna understands the questions, issues and concerns surrounding decisions that are critical to her clients’ financial well-being. She has developed significant expertise in portfolio management and investment product selection and focuses on determining how her clients can meet their long-term goals through proper management of their financial resources. Donna has built significant relationships with the fund managers keeping updated on current trends in the marketplace. In addition, she takes a holistic approach to managing her clients’ wealth, getting to know her clients on a personal level and factoring in various aspects of their life. Donna prides herself in working closely with multigenerational families providing them with wealth planning and various other aspects of their financial and life goals. Before joining GreerWalker in 2003, Donna was with Donaldson, Lufkin & Jenrette as vice president of Institutional Equity Research Sales where she held key security licenses. She has been repeatedly recognized as one of the Best in Client Satisfaction Wealth Managers in the Charlotte region based on independent surveys by Charlotte Magazine’s Five Star Wealth Manager.

Ideal Clients
We take a holistic approach to each client’s financial well-being. Based upon a client’s individual goals, we develop a personal investment plan and create and manage a portfolio that is crafted around his or her life goals, values and future aspirations. Our objective is to deliver exceptional service in a confidential setting. We are intentional in the number of clients we work with in order to ensure each client’s experience meets this goal

Wealth Management Investment Product Selection Multigenerational Wealth Planning Construction Women’s Financial Well- Being Client Service Satisfaction Certification Series 65 Registered Life Planner ® (RLP ®)

fee based

RLP ® Since

Industry Start Date