Background
Donna Lieder has been in the financial services industry for over 28 years in the U.S., Canada and Europe, and has worked with Brock Himan for the last 23 years. Her areas of focus include proactively working with clients to streamline their day-to-day finances and facilitating generational planning. This involves coordinating with clients’ other trusted professionals, such as accountants and attorneys, in order to present concise, easily understood financial overviews of even the most complicated wealth management issues. Donna takes great pride in helping clients achieve their goals and is available as a resource for multiple aspects of financial services.
Donna holds FINRA Series 6, 7, 63, 66, 9 and 10 securities registrations and holds a North Carolina resident insurance license. She is a former delivery route volunteer with Meals on Wheels of Buncombe County and a former board member of the YWCA of Asheville. Donna has been involved in various fundraising activities for multiple local and national non-profits.
Investment Adviser Representative, Truist Advisory Services, Inc.
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