
Donna Conkle
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your Approach to Investing
We strive to get to know you better as an investor and help you define your own investing preferences. By gaining a deeper understanding of how you think and feel about investing, we can customize the financial approach we develop together to help you pursue what matters most to you.
Understanding Your Goals and Priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Our Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of broader Morgan Stanley, we will work with you to develop an approach designed to help address your financial needs.
Focus on Individuals, Families and Small Businesses
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.