Kinecta Wealth Management
Donna McNeely is a strategic leader with extensive experience in financial services, having held key positions in various companies such as Kinecta Wealth Management, Premier America Credit Union, and Fusion Financial Marketing Group. Donna has a proven track record of driving revenue growth, optimizing resources, and enhancing member experiences. Donna's expertise lies in areas such as branches, call center operations, online and mobile banking, marketing, and investment services. Donna's leadership skills have led to successful mergers, increased deposit growth, and the establishment of new business divisions. With a focus on trust, collaboration, and loyalty, Donna has consistently delivered results and optimized ROI for all member and marketing programs in their career.
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Kinecta Wealth Management
Kinecta Wealth Management offers advisory services for business retirement plans, estate management, financial planning, insurance, and tax solutions. They also provide retirement, investment, and money management advisory services. They provide financial advisory services for individuals, families, and business sectors.