Donald J. Ebner, CRPC®

Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

948 Laskin Rd

Suite 300,

Virginia Beach, VA 23451-3905

Donald.Ebner@Truist.com

About me

Background

Donald Ebner is a Senior Managing Director and Financial Advisor with The Compass Group, bringing more than 25 years of comprehensive wealth management experience to his clients. He works within a team-based approach that integrates specialists across investments, financial planning, credit, and estate strategies to deliver holistic, customized solutions.

As a Chartered Retirement Planning Counselor^® (CRPC^®), Donald is committed to recommending strategies aligned with his clients’ unique goals and priorities. His guidance is supported not only by the deep experience of his team but also by his highly attentive service and effective coordination of resources.

Donald takes the time to build meaningful relationships with his clients, gaining a thorough understanding of the key aspects of their financial lives. This enables him to evaluate how various objectives interact and to develop thoughtful strategies that address both immediate needs and long-term outcomes.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree

University of Pittsburgh

Master's Degree

Naval Postgraduate School

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Investment management

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Investment planning

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more