Donna Carroll, Cdfa™ Email & Phone Number

Donna Carroll is a Certified Divorce Financial Analyst® (CDFA™). The Banks Carroll Group primarily focuses on divorce financial strategies, retirement solutions and overall financial planning. Their passion is empowering & educating women about their financial future.Clients need to have a clear understanding of the financial ramifications of divorce as well as a financial road map for the future. Some of the ways we can provide support is with:- Stock options- Lifestyle analysis for establishment of financial needs;- Pension and employee benefits valuation;- Compilation and valuation of assets and liabilities;- Establishing the tax basis of financial assets;- Settlement scenarios - Tracing of assets- Insurance reviewThe process begins with a thorough understanding of the client's current situation and major life events and their impact. We then work with the clients to develop specific strategies for income, overall budgeting and lifetime goals.This strategy results in providing the client with an asset allocation strategy that is customized to match the clients goals and objectives.Donna's many years in this industry have allowed her to witness many market cycles and how to avoid mistakes based on emotions and help clients understand their situation and better know what to expect. She has built her business on trust, integrity and knowing her client.Banks Carroll Group is not a registered broker/dealer, and is independent of Raymond James Financial Services, Inc., Member FINRA/ SIPC. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. . "For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section."

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  Northern Virginia Community College

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