Women and Wealth

Join Donna Rasile, Senior Vice President, as she shares insightful information about Women and Wealth.

Did you know that women now earn, control, and inherit more money and assets than ever before? Did you know that women control a third of total U.S. household financial assets – more than $10 trillion and that number is expected to triple over the next decade?

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, 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.

Click this link to learn more about Donna.

Related Posts

No results found.

You must be logged in to post a comment.
Menu