Donna L. Zoeller joined Smith Moore as Vice President and Financial Advisor in 2017 with over 35 years of experience in the financial services industry. She has previously served in high-level positions that include President of BNY Trust Company of Missouri and as a Vice President and Public Finance Group Manager for US Bancorp. She holds a BA in Political Science and Business Administration from Winthrop University. In 2012, she completed her studies for the Accredited Asset Management Specialist™ designation from the College for Financial Planning.
Donna focuses on innovative and tailored client strategies while developing client relationships that have spanned decades. Having spent her entire career working with families and individuals who own businesses, she advises clients both on their long-term business and personal financial needs.
For business clients, she works with owners from start-up to maturity with a specialty in benefit plans, cash management, short- and long-term financing, transfer strategies, and business succession planning. Her customized strategies for high-net-worth individuals and families include preparing for retirement, trust and estate planning, wealth management and preservation, and educational needs. She often partners with a team of professionals and specialists to assist in addressing unique needs.
Donna’s extensive record of community service includes being a Board Member of the St. Louis Children’s Choir. In her free time, Donna enjoys spending time with her family, gardening, reading, traveling, and taking care of her pups, Odi and Lucy.