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Andrew Lind

Advisor at Principal Advised Services

Updated today
Principal Advised Services logo

Firm

Principal Advised Services

Location

Lexington, NC

Credentials

Series 63, Series 66

Industry experience

6 years

Work history

Principal Advised Services

2024 - Present (2 years)

Principal Securities INC

2021 - Present (5 years)

PRINCIpAL LIFE INSURANCE

2021 - Present (5 years)

Wells FArgo Clearing Services

2019 - 2021 (2 years)

Wells Fargo

2017 - 2019 (2 years)

Randstad

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Amanda F

Series 66

Lexington, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Founder/Business Owner Doctor or Medical Professional Government Employee Public Service Employee

David S

ChFC®, Series 66

Thomasville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management

Jeremy A

Series 63, Series 66

Winston Salem, NC

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Business ownership considerations Founder/Business Owner

Dustin V

Series 63, Series 66

Lexington, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management

Kendra S

Series 66

Lexington, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Women Professionals Widow/Widower Intergenerational Families

Donnette D

Series 63, Series 66

High Point, NC

Merrill

Donnette Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. Her approach centers on building personalized wealth plans that align with clients' family dynamics, financial situations, and long-term goals. She emphasizes frequent, comfortable conversations to understand clients' visions and values, focusing on disciplined strategies rather than chasing industry benchmarks. Prior to joining Merrill in 2021, Donnette spent 27 years at BB&T (now Truist) as a wealth advisor and wealth client associate. She leverages her strong banking background to address both assets and liabilities, offering clients access to lending and banking solutions through Bank of America, N.A. Additionally, she coordinates with clients' CPAs and attorneys on tax-minimization and estate planning strategies and assists with protective components such as long-term care and life insurance. Donnette holds a Bachelor's Degree from the University of North Carolina System and carries the Personal Investment Advisor (PIA) designation. She resides in McLeansville, North Carolina with her husband and is involved in community organizations including Junior Achievement of North Carolina and the SPCA of the Triad. She enjoys spending time with her family, participating in adventure sports, and engaging in music.

Wealth management Long-term care insurance Life insurance needs analysis Tax strategies for small businesses General estate planning guidance
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