Natasha Donaldson, MBA

Natasha has an array of clients and within her diverse background works intently on their current life status, creating a plan and strategy for what’s to come, from their goals to anticipation of large milestones in life.

Natasha’s career in financial services spans 16 years of dedication to her clients and their financially secure future.  Natasha has a diverse background, having spent time in different areas of America & Europe.

Her best attributes she brings to every client relationship and conversation is the ability to connect with each of them genuinely. In addition, the knowledge and experience to bridge what’s possible for her clients with making their priorities, her priorities.

At heart, Natasha loves seeing a better future ahead and helping her clients organize and create financial success and stability within their daily lives. She is motivated to help families across America have access to proactive and proper financial advice.  

Her focus as a financial advisor is creating strategies within retirement planning, wealth management, risk management both in investing and in asset, net worth, income and lifestyle protection-based strategies.

In collaborating with business owners this is a very vital focus as they do not often have time or the know-how to dial in, plan and implement additional strategies.  That’s where Natasha’s knowledge comes in!

Natasha is fluent in both English and Russian.  She holds a BBA from Ural State Technical University and an M.B.A. in International Business from the University of South Carolina Darla Moore School of business. She also holds an several life, accident & health licenses, as well as actively FINRA registered with her Series 7 & 66, as a fiduciary and investment adviser representative.

For fun, Natasha has never met a Disney Cruise she didn’t like and loves to spend time with her husband and son, where they reside in beautiful Bluffton, SC. She has a special place in her heart for the March of Dimes Organization and great health for all pregnant mothers and babies.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com Affinity Planning Partners and the above firms are independent and non-affiliated.