Caring and personable, Donna McElroy embodies the essence of Southern charm and hospitality.  Donna seeks to re-imagine what a financial consultant and educator in New Orleans can and should be.  People meeting Donna for the first time find her warmth, empathy, and approach-ability captivating and refreshing.

Donna’s clients value her not only as their go-to safe money expert, but as a friend and mentor as well.  Her primary objective is building meaningful relationships and helping her clients make decisions that feel right to them, even if they decide to do nothing at all.  Her company, Financial Investment Services, educates and assists people in every phase of their financial lives.   Donna McElroy’s greatest passion is to help pre-retirees and retirees in the greater New Orleans area discover how to avoid making mistakes with their money from which they won’t have time to recover.

Phone: (504) 339-8762

Safe Money Trends Articles:

Learning Center:

Company Site: