Donna Panton Jackson
Senior Financial Advisor | CUSO Financial Services, L.P.
As a CFS Financial Advisor, Donna Panton Jackson is a solutions-oriented professional with over 30 years of experience in the banking and finance industry. Donna is committed to listening to your individual needs, learning your story and providing strategic guidance to help you reach your financial goals and milestones.
Focus Areas
Donna takes a holistic approach with Truliant’s members. You will quickly discover that her financial planning philosophy is a simple, straightforward, hands-on approach that is based upon mutual trust, open communication and ongoing, dependable service.
Education and Experience
Donna is a registered representative of CUSO Financial Services, Inc., a broker-dealer offering a wide range of securities products, and a FINRA and Securities Investor Protection Corporation (SIPC) member. She holds Series 7, 63 and 65 securities licenses. She is also a licensed insurance agent with life/health and variable/fixed contract certifications.