Donna Williams Clu, Chfc
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Donna Williams Clu, Chfc Email & Phone Number

Connecting M Financial Member Firms with Insurance Resources and Solutions | Regional Insurance Consultant @ M Financial at M Financial Group
Location: Charlotte Metro, United States, United States 4 work roles
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Current company
Role
Connecting M Financial Member Firms with Insurance Resources and Solutions | Regional Insurance Consultant @ M Financial
Location
Charlotte Metro, United States, United States
Company size

Who is Donna Williams Clu, Chfc? Overview

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Quick answer

Donna Williams Clu, Chfc is listed as Connecting M Financial Member Firms with Insurance Resources and Solutions | Regional Insurance Consultant @ M Financial at M Financial Group, a company with 252 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Donna Williams Clu, Chfc.

Donna Williams Clu, Chfc previously worked as Sr. Insurance Consultant M Financial Group at M Financial Group and Regional Insurance Consultant at M Financial Group at M Financial Group.

Company email context

Email format at M Financial Group

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M Financial Group

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Profile bio

About Donna Williams Clu, Chfc

M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. I firmly believe that success in the financial services industry is built on trust and a relentless dedication to serving clients' best interests. My goal is to continue fostering strong relationships with M Financial Member Firms and to remain at the forefront of industry developments to provide sound support and solutions.

Current workplace

Donna Williams Clu, Chfc's current company

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M Financial Group
M Financial Group
Connecting M Financial Member Firms with Insurance Resources and Solutions | Regional Insurance Consultant @ M Financial
portland, oregon, united states
Website
Employees
252
AeroLeads page
4 roles

Donna Williams Clu, Chfc work experience

A career timeline built from the work history available for this profile.

Sr. Insurance Consultant M Financial Group

Current
Oct 2022 - Present

Regional Insurance Consultant At M Financial Group

Current
  • I provide dedicated support to M Financial Member Firms through:
  • Building Close Relationships with Member Firm Staff
  • Staying at the Forefront of Industry Trends and Developments
  • A Relentless Commitment to Optimizing Client Experience
Jan 2023 - Present

Internal Wholesaler

May 2004 - Sep 2019
Team & coworkers

Colleagues at M Financial Group

Other employees you can reach at mfin.com. View company contacts for 252 employees →

FAQ

Frequently asked questions about Donna Williams Clu, Chfc

Quick answers generated from the profile data available on this page.

What company does Donna Williams Clu, Chfc work for?

Donna Williams Clu, Chfc works for M Financial Group.

What is Donna Williams Clu, Chfc's role at M Financial Group?

Donna Williams Clu, Chfc is listed as Connecting M Financial Member Firms with Insurance Resources and Solutions | Regional Insurance Consultant @ M Financial at M Financial Group.

Where is Donna Williams Clu, Chfc based?

Donna Williams Clu, Chfc is based in Charlotte Metro, United States, United States while working with M Financial Group.

What companies has Donna Williams Clu, Chfc worked for?

Donna Williams Clu, Chfc has worked for M Financial Group and Tiaa.

Who are Donna Williams Clu, Chfc's colleagues at M Financial Group?

Donna Williams Clu, Chfc's colleagues at M Financial Group include Oanh Ngo, Woong Hur, Joshua Mcelfresh, Makenna Childers, and Connie Morrison.

How can I contact Donna Williams Clu, Chfc?

You can use AeroLeads to view verified contact signals for Donna Williams Clu, Chfc at M Financial Group, including work email, phone, and LinkedIn data when available.

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