An industry veteran since 1981, Carla is the managing member of the Donina Wealth Management Group. She is a Senior Vice President –Wealth Management and has completed comprehensive training in financial planning, asset management and wealth transfer strategies.
Carla is a UBS President Council member. She holds the Certified Investment Management Analyst® designation, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania.
Carla is a UBS Portfolio Management Program Advisor and maintains her Series 7 (General Securities Representative), Series 31 (Futures Managed Funds), Series 63(Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor Law) securities licenses as well as the TN State life and health insurance licenses.
Carla received her B.S. in finance & Economics from Indiana University, PA. She lives in Chattanooga with her husband Jerry Mitchell. Currently she is serving as Vice Chair for the AIM Center, and on the Advisory Board for the UTC College of Business.
Registered States:
AL, AZ, CA, CO, DC, FL, GA, ID, IL, MA, MD, ME, MI, NC, NJ, NY, OK, PA, SC, TN, TX, VA, WI