Donna
Woodruff
Capital Insight Partners, LLC
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About this Advisor
Donna Woodruff is a certified financial planner based in Scottsdale, Arizona who has 6 years of relevant experience. Woodruff is currently employed by Capital Insight Partners, LLC. During their career, Woodruff has held roles at Babcock Services In, Capital Insight Partners and Sequoia Financial Advisors. Woodruff maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Arizona. Capital Insight Partners, LLC is a financial advisory firm operating out of Scottsdale, AZ. It handles $601 million in assets among its 919 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 919 client accounts, 32% are held by high-net-worth clients who have at least $1 million in investable assets. Capital Insight Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually vary depending on which services are offered. Fees charged by Capital Insight Partners, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Insight Partners, LLC Brokerage Details
$601,127,485
10
919
$654,110
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Donna Woodruff Work History
Donna has been registered as a financial advisor for 6 years.*
Capital Insight Partners
Babcock Services In
Sequoia Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donna Woodruff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Insight Partners, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
