Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priscilla? Claim Your ProfilePriscilla Colleen Birt is a financial advisor with Donaldson Capital Management LLC. Priscilla is a Certified Financial Planner and has been in the financial industry since June 2016. Priscilla has experience working with various clients, including individuals, families, businesses, and charitable organizations. Priscilla specializes in financial planning, portfolio management, and investment advice. She is passionate about helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of the total value of assets under management is charged.
A percentage of fees under management
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TN
10/24/2023 - Present
Donaldson Capital Management LLC (Knoxville TN)
Active
Inactive
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