Donna S. Murray, CFP®, ChFC
Director of Financial Planning
Senior Vice President
Spartanburg, SC
Donna S. Murray, CFP®, ChFC
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. Donna is a graduate of the University of North Carolina at Asheville with a Bachelor of Science degree in Management. She joined SouthState in 2009.
Donna is a past President of 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 Hendersonville, NC with her husband, Jerry. They have three adult children. Donna is an avid runner. She has run multiple marathons including most recently the NYC marathon in November 2022. She enjoys serving in various areas with her church, and she is also a Guardian ad Litem for Henderson County.
Certifications
- Certified Financial Planner, 2001
- Chartered Financial Planner, 2002
Education
- University of North Carolina at Asheville
Important Legal Disclosures and Information
-
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.
*Please consult your tax-advisor for tax related issues.
**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.
