Donnie Iverson

WORK HISTORY

EDUCATION

ABOUT DONNIE IVERSON

I have been a financial advisor in Knoxville, TN since and moved my practice to Merrill Lynch Wealth Management in 2007. Having been an advisor through several volatile market environments, I use this experience to help clients achieve their long term goals while managing the emotional strain of day to day portfolio volatility. This allows our clients to focus on what\'s important to them: family, their personal interests and passions. I advise working professionals and retirees within the Knoxville area, as well as throughout the nation. I have the honor of working with the Cagle Cross Group, a team of eight other professionals with over 100 years of combined experience, who share my passion for delivering the very best in client service. With the wealth management process being the basis for each of our client relationships, three of our members have earned the CERTIFIED FINANCIAL PLANNER™ certification. Feel free to connect with me on LinkedIn to learn how our team can serve you in the areas of: Retirement and Financial Strategies Active Portfolio Management Business Successions Planning Estate Planning Needs I graduated Magna Cum-Laude from Freed Hardeman University in where I currently serve on the President\'s Council and the College of Business Advisory Board. I earned the CFP® certification in 2012. I enjoy playing golf and I am a devoted Tennessee Football fan. My wife, Jamie, and I live with our three daughters in West Knoxville. We attend the Karns Church of Christ, where I commonly teach classes. I am involved with mission work in India and other outreach locally. I can also be contacted at: 86••••••••38 D••••••••@ml.com Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.