Donna S. Murray, CFP®, ChFC
Director of Financial Planning
Senior Vice President
Asheville, NC
About Donna S. Murray, CFP®, ChFC
Donna earned a Bachelor of Science in Management from the University of North Carolina at Asheville. She is also a Certified Financial Planner® and Chartered Financial Consultant.
Donna began her financial services career in the early 1990s at a boutique firm in Asheville, North Carolina. She joined SouthState in 2009 as a financial planner for Private Wealth. She is a member of the Greenville and Spartanburg Estate Planning Councils.
Donna lives in Hendersonville, North Carolina, with her husband, Jerry. They have three adult children.
Outside of work, Donna is an avid runner with a goal of completing a marathon in all 50 states. She also serves as a Guardian ad Litem for Henderson County and is active in various areas of service through her church.
Certifications
- Certified Financial Planner, CFP®
- Chartered Financial Consultant
Education
- University Of North Carolina At Asheville
Important Legal Disclosures and Information
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LPL Financial Form CRS
Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
