Donald earned a Bachelor of Business Administration from the University of Mississippi. He is currently registered as a Certified Public Accountant and hold the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.
Prior to retiring in 2015, Donald held the Series 7, 63 and 65 licenses as well as the Certified Mutual Fund consultant and the Certified Valuation Analyst designations.
Donald joined Independent Wealth Management in 2020 to lend his expertise and years of experience to the development of long term strategies designed to assist clients in achieving their financial goals.
Outside the office, Donald attends Cornerstone Baptist Church and enjoys participating in various shooting sports.