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Donna Zoeller
Donna Zoeller
Senior Vice President and Financial Advisor | Smith Moore
Missouri, United States
Donna Zoeller
Summary
Donna Zoeller is a seasoned financial professional with extensive experience in the financial services industry. Currently serving as Senior Vice President and Financial Advisor at Smith Moore, she has a proven track record of guiding clients through complex financial landscapes. With a career spanning over a decade, she has held significant roles at prestigious firms such as Waddell and Reed and BNY Mellon. Donna is known for her strategic thinking and ability to foster long-term client relationships. Her educational background includes a Bachelor of Arts from Winthrop University, equipping her with a solid foundation for her career. Passionate about financial literacy, she actively seeks ways to educate clients and the community about financial planning. Outside of her professional life, she enjoys volunteering and contributing to local initiatives. Donna's commitment to excellence and her innovative approach to financial advising set her apart in a competitive industry.
Donna Zoeller
Work Experience
Senior Vice President and Financial Advisor at
Smith Moore
May 2017 - Present
Financial Advisor at
Waddell & Reed
February 2012 - May 2017
Financial Advisor at
Jones Financial Companies
March 2006 - February 2012
Vice President at
The Bank Of New York
January 1998 - January 2005
Donna Zoeller
Education
Winthrop University, Bachelor Of Arts (Ba)
Frequently Asked Questions about Donna Zoeller
What is Donna Zoeller email address?
Donna Zoeller's primary email address is ********@smithmoore.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Donna Zoeller work for?
Donna Zoeller is a Senior Vice President and Financial Advisor at Smith Moore, a company specializing in Monetary Authorities-Central Bank.
Where Donna Zoeller graduated from?
Donna Zoeller holds a degree in from Winthrop University.
How can I directly contact Donna Zoeller?
To contact Donna Zoeller directly, you can use the email address ********@smithmoore.com. Complete contact information is available upon registration with Muraena.
Who is Donna Zoeller?
Donna Zoeller is a seasoned financial professional with extensive experience in the financial services industry. Currently serving as Senior Vice President and Financial Advisor at Smith Moore, she has a proven track record of guiding clients through complex financial landscapes. With a career spanning over a decade, she has held significant roles at prestigious firms such as Waddell and Reed and BNY Mellon. Donna is known for her strategic thinking and ability to foster long-term client relationships. Her educational background includes a Bachelor of Arts from Winthrop University, equipping her with a solid foundation for her career. Passionate about financial literacy, she actively seeks ways to educate clients and the community about financial planning. Outside of her professional life, she enjoys volunteering and contributing to local initiatives. Donna's commitment to excellence and her innovative approach to financial advising set her apart in a competitive industry.
Donna`s contact details
********@smithmoore.com
Colleagues
Vice President
Senior Vice President/Financial Advisor
Chairman of the Board of Directors
Executive Vice President and Branch Manager at Smith Moore
Chairman Emeritus
Executive Vice President
Vice President
Senior Vice President
Vice President
Senior Vice President