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Donald Benner

Donald R. Benner
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

205 N Central Ave

Staunton, VA 24401-3310

Don.Benner@Truist.com

Phone 540-886-2396

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About me

Background

Donald Benner is a Financial Advisor with Truist Investment Services, Inc., offering clients personal advice and service in financial services, retirement planning and investment management services.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science degree
Virginia Tech
Masters of Science degree
Michigan State

Personal Interests

Don is an active member and past chairman of the Greater Augusta Regional Chamber of Commerce, and past president of the Deerfield Ruritan Club. He's married to his wife, Juliana, has four adult children, and enjoys spending his spare time on his angus cattle farm in Augusta County, VA.

Specialties

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

  • 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.

  • 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

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

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

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

  • 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

Locations

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