Our financial advice team

Donna Vail, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

Donna Vail

Financial Advisor

Majestic Oak Advisory Group
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Previous experience

  • JP MORGAN CHASE - Banking and Investments, 2004-2015
  • GUARANTY BANK - Bank Manager, 1998-2004

Interests

I love going to the beach, cooking and entertaining for friends and family. I also love to travel and explore the world!

My photos

1 albums
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