Donald Jeffery

Senior Advisor at Mariner Wealth Advisors

Donald provides services to institutional clients that include investment portfolio management for community banks, credit unions, insurance companies and other institutions, asset-liability management consulting, mortgage servicing rights valuations and independent, third-party asset-liability management model reviews/validations.

Prior to joining Mariner Wealth Advisors, he worked for Heber Fuger Wendin Inc. He is a member of the CFA Society of Detroit.

Donald has a master’s degree in business management from Central Michigan University.


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Mariner Wealth Advisors

Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.


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501-1,000

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