DONNIE BALENGER
Buford,GA
Summary
Wealth management leader with extensive experience driving business growth, platform strategy, and key account management across top-tier global financial institutions. Expertise in navigating complex platform integrations and delivering tailored fiduciary solutions across diverse client segments. Proven ability to partner with stakeholders to align investment strategies with evolving market demands.
Overview
1
1
Certification
25
25
years of professional experience
Work History
Regional Vice President
Fisher Investments
01.2024 - Current
- Strategic Channel Growth: Own and scale regional distribution channels by delivering targeted, fiduciary-grade wealth management solutions across client segments.
- Consultative Platform Delivery: Partner with affluent prospects to consult on portfolio structuring, moving beyond legacy allocation to goal-based, platform-driven strategies.
- Strategic Leadership: Collaborate directly with internal investment committees and regional stakeholders to align core platform capabilities with evolving market demands and partner requirements.
AVP / Senior Financial Consultant
Morgan Stanley (via acquisition of E*TRADE)
01.2007 - 01.2024
- Supported multi-year E*TRADE and Morgan Stanley platform integration, helping maintain client stability, platform adoption, and operational alignment across wealth ecosystems.
- Managed and grew high-value portfolio of affluent households, applying targeted asset-retention strategies through volatile market cycles.
- Built scalable fee-based strategic asset allocation frameworks using SMAs, UMAs, TAMPs, and Model Portfolios.
- Developed long-term partnerships across key client segments, increasing wallet share through structured portfolio reviews and value-added platform guidance.
- Strategic Relationship Architecture: Built long-term partnerships across key client segments, expanding wallet share through structured portfolio reviews and value-added platform advisory.
Financial Advisor
Morgan Stanley
01.2002 - 01.2005
- Supported market research and risk reviews to build tailored portfolio strategies for diverse client needs.
- Worked with clients on long-term wealth goals through research-based investment models and careful asset allocation.
Education
Bachelor of Business Administration (BBA) -
Kennesaw State University
Skills
- Account strategy and management
- Platform growth strategies
- Enterprise advisory services
- High-net-worth financial solutions
- Custom fiduciary architecture
- Ecosystem leadership initiatives
- Stakeholder engagement and planning
- Investment strategy development
- Asset allocation expertise
- Portfolio risk management
Certification
Chartered Retirement Planning Counselor (CRPC), FINRA Licenses: Series 7, 66, 63 (as applicable)
ADDITIONAL ACHIEVEMENTS
Ironman Finisher: Demonstrates high-level discipline, endurance, and long-term execution capability.
Timeline
Regional Vice President
Fisher Investments
01.2024 - Current
AVP / Senior Financial Consultant
Morgan Stanley (via acquisition of E*TRADE)
01.2007 - 01.2024
Financial Advisor
Morgan Stanley
01.2002 - 01.2005
Bachelor of Business Administration (BBA) -
Kennesaw State University