Experience That inspires confidence
"I feel passionate about helping women feel financially empowered whether it is through a life transition or as part of the family dynamic. It is my mission to bring all members of the family together in the planning process. It helps produce the most successful outcomes. "
Donis Smith oversees the financial planning process for Decision Point Wealth Consulting, and works closely with clients and their families to assist them in reaching their fiscal goals for the future. Donis graduated from the UNC-Wilmington in 1986 with a B.S. in marketing. After completing her MBA degree in 1994, she began her financial career with the predecessor firm of Morgan Stanley (formerly Dean Witter Reynolds). Donis is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and earned Morgan Stanley's Wealth Advisor designation in 2007. In 2015, Donis became a Certified Divorce Financial Analyst™ in order to gain the experience necessary to assist clients in navigating through the financial challenges that can occur during and after divorce.
Donis currently serves on the Landfall Foundation Board, the UNCW Foundation Board, is a mentor to Cameron School of Business students, and is a member of the Women's Impact Network of New Hanover County. Donis enjoys creating gourmet meals, gardening, and boating with her husband, Alex, whom she has been married to since 2002. Her son Nicholas and his wife Erin, along with their two children, Ryland and Parker, live in Charlotte, NC. Donis' brush with fame: She appears in a 1964 photo with Cal Ripken Jr and his family.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President-Wealth Management |
Wilmington, NC |
October 2013 - Present |
Morgan Stanley |
Wealth Advisor |
Wilmington, NC |
July 1995 - October 2013 |
Education
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Certified Divorce Financial Analyst
- 1986 UNC Wilmington-BS in Business Administration
- 1994 UNC-Wilmington-MBA
Personal & Community
- Treasurer, The Landfall Foundation
- Chair, UNCW Foundation
- Member Women's Impact Network
Registered States:
CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TN, TX, VA, WA, WV