Donna Becker
Mother and Director in Henrico, Virginia
PROFESSIONAL PROFILE
Donna, Senior Vice President, Eastern Division at Simply Financial, has spent nearly two decades specializing in Advanced Wealth.
Transfer for the highly affluent. As a consultative insurance specialist, she works closely with clients’ attorneys, CPAs, financial advisors and trust officers in order to create customized wealth transfer solutions.
She has worked with some of our country’s most affluent families, professionals and business owners in advising them on their personal and business planning needs.
EDUCATION
• University of California, Berkeley, CA
B.A. History
• Sonoma State University, Rohnert Park, CA
MBA
Donna holds a degree in History from University of California, Berkeley, and her MBA from Sonoma State University, where she also served as an adjunct professor. In addition, she is a Certified Financial Planner®, FINRA registered, and insurance licensed in multiple states.
Ms. Becker is married and has two children. I no longer can be reached at the following: 203 Roslyn Hills DriveRichmond, VA 23229
Email: [email protected]
Office: 804-282-4518 no longer my number.
Cell: 804-385-3563 disconnected.
I have retired since 2015.