Donaldson Capital Management
0 followers
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Serving wealth management clients, non-profits, and retirement plans since 1995.
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Greg Donaldson
Founder
Greg Donaldson
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Sara Williams
Director Of Communications
Stephen Obenchain
Director Of Regulatory & Systems Compliance
Matthew Wright
Chief Financial Officer
Cfp® Kevin Coombs
Lead Financial Planner - Team Lead
Charlotte Smith
Client Services Associate
Hope Mills
Client Services Associate
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