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Can your advisor
pass the wealth
Dimensions Challenge?
Check this Out!
Wealth Dimensions Group among “Best Of Best” Financial Advisors Attending Barron’s Winner’s Circle Top Independent Advisors Summit
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Wealth Dimensions Selected as one of the “2011 Best Financial Advisers for Dentists” in Dental Practice Report
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Wealth Dimensions Attends FI360 National Conference on Fiduciary Standards
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Donna Knoles
Donna Knoles
Donna Knoles joined Wealth Dimensions Group in 2010, as a member of our client services team. She currently assists with the processing of our client transactions. Prior to joining Wealth Dimensions, Donna worked as an executive assistant for a Certified Financial Planner in Daytona Beach, Florida for more than 12 years. Fully licensed, she holds a Series 7, Series 63 and an insurance license.
