BREAK AND EDUCATE: MIDTERM EXAMS

News
No Comments

With 2021 in the rear window, what can we take away and plan for in 2022 when it comes to our investments? How can you position your portfolio for what is ahead?

Join Donna Rasile, Senior Vice President, Investment Advisor with FinTrust Capital Advisors, for an engaging discussion with Allen Gillespie, FinTrust’s Chief Investment Officer, as he summarizes last year’s markets and provides insightful portfolio strategies for the New Year.

Allen Gillespie
Allen

JOIN US ON WEBEX
WEDNESDAY, JANUARY 12, 2022 at 12:00 PM

Click this link to join the meeting on Wednesday, January 12, 2022.
Meeting number: 2552 376 2887
Password: aiR2EmfbF83 (24723632 from phones and video systems)
Join by video system
Dial 25523762887@webex.com
You can also dial 173.243.2.68 and enter your meeting number.
Join by phone +1-415-655-0001 US Toll
Access code: 255 237 62887


Add to Calendar

DONNA RASILE, RLP®

Senior Vice President, Investment Advisor

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, as well as their families. 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.

Click to learn more about Donna.

Related Posts

No results found.
You must be logged in to post a comment.
Menu