Donna E. Woodruff, CFP®, AIF®

Senior Vice President, Advisor

North Scottsdale, Arizona

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Donna’s primary focus is financial planning and corporate retirement plan services. She serves as the primary advisor for many client relationships and works closely with plan sponsors to help them understand and meet their fiduciary responsibilities. Education and financial wellness are central to her work.
Donna brings nearly three decades of experience in wealth management and retirement planning. Her background includes long-standing work with individual clients and retirement plan sponsors, supporting fiduciary oversight and comprehensive financial planning. She holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations and is President-Elect of the Financial Planning Association of Arizona. Donna earned a B.A. in English from Bridgewater State University.
Donna’s approach is empathetic, thorough, and practical. She simplifies complex financial decisions and coordinates retirement, investment, estate, and tax considerations to help clients move forward with clarity and confidence. She believes education is key to empowering informed decision-making.
Donna’s approach is empathetic, thorough, and practical. She simplifies complex financial decisions and coordinates retirement, investment, estate, and tax considerations to help clients move forward with clarity and confidence. She believes education is key to empowering informed decision-making. Personal Originally from the Boston area, Donna enjoys exploring new places. In her free time, she enjoys spending time with family and caring for her rescue dog, Huey.