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Donna Phelps, Financial Advisor

FINANCIAL ADVISOR
Donna L Phelps

CEPA®
The Ridge, 1000 W Hwy 6 Suite 340, Waco, TX 76712opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Divorce Finances

About Donna

I have had the opportunity to serve families in Central Texas as a financial advisor with Edward Jones since 1998. I grew up in Waco, Texas, and went on to receive my Bachelor of Business Administration from Texas A&M/Commerce and was a CPA before joining Edward Jones.

My daughter, Jennifer, still lives with me and we love being involved in our community and church. I was a founder and past president of the National Association of Female Executives (NAFE) chapter in Waco. Jennifer and I are also highly involved as volunteers with Make-A-Wish as she had a Make-A-Wish trip to Disney...

Work History

  • Edward JonesOctober 1998 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Texas A&M Univ-CommerceBachelors

Team Members

  • Carol Coffer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(254) 751-9613

Fax

(877) 222-3699

Office Address

The Ridge
1000 W Hwy 6 Suite 340
Waco, TX 76712opens in a new window

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