LICENSES AND CERTIFICATIONS
Series 6, 63 Securities Registrations held through LPL Financial
Life, Health, and Annuity Insurance licensed (VA, NC, GA)
PROFESSIONAL EDUCATION AND TRAINING
UNC-Asheville, Bachelor of Science, Financial Management (1993)
Medicare Certified Insurance Agent (2013)
Originally from Asheville, NC, ShaDonna has also resided in Charlotte, Atlanta, and Durham, before moving to Richmond in 2007.
With over 20 years’ experience in the financial services industry, ShaDonna has obtained her FINRA series 7, 24, 27, 53, 65, and 66 licenses. Currently holding her Medicare Certification, and series 6 and 63, ShaDonna has worked as an independent Medicare agent since 2013. She is passionate about her clients, and being independent allows her the freedom to “shop around” for the best options and service to meet their needs.
ShaDonna attended Western Carolina University on a track scholarship, but finished her degree at UNC-Asheville in 1993. She and her husband, Pete, have two daughters, Brianna and Sienna, and one son, Micah. In her spare time, you can find ShaDonna on the tennis court! She also enjoys walking and reading.