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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Associations
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Services
- 401k Rollovers
- 529 Plans
- Asset Management
- Certificates of Deposit
- Corporate Retirement Plans
- Education Planning
- Financial Planning
- Fixed Income
- Insurance Services
- Lending Services
- Retirement Planning
Education and Licensing
- MA - English, 1981
Emporia State University
Emporia, KS - BSE - English & Spanish, 1979
Emporia State University
Emporia, KS - CERTIFIED FINANCIAL PLANNER
- Series 7, 63, 65 & 66 Licensed
- Life, Long Term Care & Annuities Insurance Licensed
Honors and Recognition
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Business Experience
- 1999
- Present: Morgan Stanley Smith Barney
Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Berkeley, CA - 1993
- 1998: Merrill Lynch
Assistant - Vice President
Walnut Creek, CA - 1989
- 1993: Morgan Stanley Dean Witter
Financial Advisor
Bulletin Board
As a Certified Financial Planner, I will review your whole financial picture to educate you on the best decisions for you and your family to obtain reasonable returns within your risk tolerance while providing a high quality of service. To learn more, email me.
The finest compliment I can receive is a referral from our friends and clients.
Donna Andrews is licensed in the following state(s):
AL, AZ, CA, CO, DC, FL, GA, ID, IL, KS, MD, MI, MN, MO, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
