About Donna S. Murray, CFP®, ChFC
Donna is the Director of Financial Planning for South State Wealth. She partners with clients to help them identify, monitor and achieve their goals by creating customized financial plans delivered in real-time. These plans serve as the foundation for the investment strategies we deploy in client portfolios.
Donna began her career in financial services at a boutique firm in Asheville, NC in 1992. She became a CFP® in 2001 and a Chartered Financial Consultant in 2002. Before joining South State in 2009, she served as a financial planner in Wealth Management at a large bank in Western North Carolina and the upstate of South Carolina for five years. Donna is a graduate of the University of North Carolina at Asheville with a Bachelor of Science degree in Management.
Donna serves as President for the Spartanburg Estate Planning Council and is a member of the Greenville Estate Planning Council. She is a former member of the advisory board for eMoney, the software we use for Financial Planning.
Donna lives in Asheville, NC with her husband, Jerry, and their three children. Donna is an avid runner and has participated in various races, including four marathons. She enjoys serving in various mission projects with her church, primarily focused on veterans and those in need.