Donna Rasile, RLP®

Donna focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience, she pulls on this experience and knowledge to develop comprehensive plans that are designed to deliver financial peace of mind. She honors meaningful client relationships while focusing on a goal to deliver excellent client service.

Donna employs an integrative approach with her clients, whether that be with individuals, families, corporations, and non-profit relationships. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.

As a Registered Life Planner, she asks her clients important questions while actively listening. Understanding their life goals, Donna is able to help them align their financial goals with their life goals.

During her casual hours, Donna enjoys a passion for cooking and entertaining, considering herself to be a “foodie.” She enjoys walking, Pilates, reading, and enjoys family time with her husband, Bob, and their two adult children.

Education, Credentials & Special Training:

• REGISTERED LIFE PLANNER, RLP®
• Investment Advisor Representative
• BA in Business Administration, Oglethorpe University, Atlanta, GA
• FINRA License: Series 65

CIVIC, COMMUNITY & OTHER PROFESSIONAL AFFILIATIONS:

• Women Executives, WE
• Kinder Institute of Life Planning
• Greenville Women Giving
• Junior League of Greenville
• Oglethorpe University President’s Advisory Council, past Chairperson
• Arts & Science Council Leadership Program
• Playing for Others, Advocate
• Alexander Youth Children’s Foundation, past board member
• Children’s Theatre of Charlotte, past board member