Donna Zutaut Blakely

About Donna Zutaut Blakely

As an independent financial services firm, our team at Blakely Financial, Inc. has the ability and freedom to provide objective financial guidance and insight to our clients. Our investment philosophy emphasizes the benefits of adopting a long-term perspective and diversification of resources. Looking to safeguard the interests of our clients, in both up and down markets, one thing is absolutely clear—each person\'s situation is different. Accordingly, our approach is to pursue an in-depth understanding of each client\'s personal situation, goals, and values and apply recommendations that, if we were in his/her position, we would apply to ourselves. This simple yet intimate approach has helped us guide our clients toward their goals and has produced many rewarding professional and personal relationships along the way. Our Commitment Today\'s financial decisions can have lifetime implications. Our commitment to build strong and lasting client relationships means that we will be available to guide and assist you every step of the way. We act as a facilitator in the decision-making process and a catalyst in the implementation of your financial strategy. This communication is strictly intended for individuals residing in the state of NC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities offered through Commonwealth Financial Network®, Member Blakely Financial, Inc. 1022 Hutton Lane Suite 109 High Point, NC 27••••••••30 Please review our Terms of Use here:

Experience

1. Community Liason

   ShorePoint Advisory Group

   Sep 2004 — Present · High Point, NC

Education

• Appalachian State University

  Bachelor of Science (B.S.)

  1985 — 1989

• University of North Carolina at Greensboro

  Master of Business Administration (MBA)

  1993 — 1995