PROFESSIONAL PROFILE
Donna Cates is a Financial Advisor, working in the financial services industry since 2000 and with Merrill Lynch since 2002. She graduated from GSU with a BBA in Management. Donna is dedicated to long-term financial guidance relationships that are unique to each client. Clients receive a customized financial strategy or roadmap that guides them toward achieving their financial goals. The strategy becomes a living document through annual updates that reflect changes in life circumstances and underlying economic conditions.
Donna is able to provide a wide array of financial/ investment services including diverse investment, retirement, income, estate, and college planning; mortgage and liability management; and investment management. She is supported by partners who specialize in stock options; concentrated equity positions; life insurance analysis and funding; and an in-depth complement of wealth preservation and transfer services. Donna is also proficient in financial matters of widowhood and divorce.