Smith Moore
Donna Zoeller has extensive experience in the financial services industry, currently serving as Senior Vice President and Financial Advisor at Smith Moore since May 2017. Prior to this role, Donna held the position of Financial Advisor at Waddell & Reed from February 2012 to May 2017 and at Edward Jones from March 2006 to February 2012. Earlier in their career, Donna was Vice President at The Bank of New York from 1998 to 2005. Donna holds a Bachelor of Arts degree from Winthrop University.
Smith Moore
At Smith Moore, we provide financial guidance for every stage of life through an integrated financial strategy that evolves as our clients move through all phases of wealth planning: Accumulation, Distribution and Legacy. Our financial advisors truly make us different. Discover how a personalized approach, the freedom to customize short- and long-term strategies that are right for you, and a dedication to putting clients first make Smith Moore a valuable asset for your present and future. Your advisor will help you determine your needs and craft a detailed financial plan based on your investment objectives, current situation, risk tolerance and “time horizon” for reaching your goals. Since our inception in 1913, Smith Moore has maintained its focus on our mission of dedication to customer service. As one of the oldest investment firms established west of the Mississippi River, Smith Moore has a proud history of helping its customers to plan their financial futures and delivering financial peace of mind. Let us help you. Please contact your local Smith Moore Financial Advisor. If you do not currently have a Smith Moore Financial Advisor, please contact us today at 1-800-264-0426 or 1-314-727-5225.