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Elizabeth Coble Donner

Simplicity Wealth

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About Elizabeth Coble Donner

Elizabeth Donner is a Registered Investment Advisor (RIA) with over 20 years of experience in the financial services industry. Elizabeth is currently affiliated with Simplicity Wealth in Raleigh, NC. Elizabeth also holds a Series 6, Series 63 and Series 65 license as well as the Securities Industry Essentials Examination (SIE). Elizabeth is dedicated to providing personalized financial advice and planning services to individuals and families in Raleigh, NC.

Firm Information

Elizabeth Donner is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Donner’s Registration & Firm History

NC

08/08/2023 - Present

Simplicity Wealth (Raleigh NC)

NC

02/06/2002 - 08/01/2023

CETERA ADVISOR NETWORKS LLC (RALEIGH NC)

MO

08/12/1999 - 02/19/2002

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/15/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Coble Donner.
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