Knowledge Powered by experience

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Carla Donina, CIMA®

Senior Vice President - Wealth Management
423-757-7603
carla.donina@ubs.com

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, DC, FL, GA, ID, IL, MA, MD, ME, MI, NC, NJ, NY, OK, PA, SC, TN, TX, VA


Robert L. Donina, Jr., CFP®

Senior Vice President - Wealth Management
423-757-7604
robert.donina@ubs.com

As a Senior Vice President – Wealth Management with 23 years of experience, Rob specialized in financial planning and wealth preservation strategies; particularly as it relates to portfolio dynamics regarding risk/return relationships. Rob has retained his Certified Financial Planner™ (CFP®), designation since May of 2005.

He is also a Certified Financial Manager (CFM®), and has completed the UBS Portfolio Management program as well as the Wealth Advisor Program® (UBS AG). He maintains his Series 7, Series 31, Series 63, and Series 65, in addition to the TN State Life & Health Insurance licenses.

Rob graduated from the Pennsylvania State University with a B.S. in Business Administration. He lives on Signal Mountain, TN with his wife, Michelle, and two sons, Bobby and Joey. Currently, he serves as the Treasurer for the Signal Mountain Education Fund (MEF), and serves on the Board of the Tennessee River Gorge Trust. Rob has been a member of the Estate Planning Council in Chattanooga since 2000.


Registered States:
AL, AZ, CA, DC, FL, GA, ID, IL, MA, MD, ME, MI, NC, NJ, NY, OK, PA, SC, TN, TX, VA


Erin M. Carboni

Wealth Strategy Associate
423-757-7601
erin.carboni@ubs.com

Erin graduated with a B.B.A. in Business Finance from Middle Tennessee State University and with an MBA from University of Tennessee Chattanooga. Initially, she interned with the Donina Group in 2004 and joined full time in 2005 as a Client Services Associate.

Erin's areas of focus include financial goals analysis and insurance planning, along with in depth product knowledge.


Registered States:
GA, TN


Julia Ann Harrison

Client Service Associate
423-757-7602
julia.harrison@ubs.com

Julia graduated from Ithaca College in 2015 with a BS in Business Administration with concentrations in Finance and International Business. She has had experience interning with the Donina Group several years prior to joining the team in June 2016.

Julia is currently studying for the Series 7.