Faith Gentry AAMS®, CRPC®, FPQP™
Client Services Coordinator
Faith joined Blakely Financial, Inc., in September 2002. In 2006, Faith successfully completed the Financial Paraplanner Qualified Professional™ designation program from the College for Financial Planning in 2006. She spent six months taking a very rigorous curriculum in the financial planning process, the time value of money, and retirement planning.
In September 2011, Faith earned her Series 7 and Series 66 securities registrations, which she holds as a registered staff member of Commonwealth Financial Network®. This allows her to assume an increased role in assisting clients in pursuing their financial planning needs. In late 2015, Faith earned her AAMS® (Accredited Asset Management Specialist℠) designation, which furthered her knowledge and understanding of the industry. In early 2016, Faith pursued further education and received her CRPC®. (Chartered Retirement Planning Counselor℠) designation. Faith's primary responsibility is client relations, and her expertise and extensive industry knowledge enable her to manage a multitude of operations. Faith is also a notary public.
Faith resides in the Ledford area with her husband and daughter. In addition to her full-time career at Blakely Financial, Faith enjoys traveling and spending quality time with her family.
Please note that Faith may not offer specific investments or investment advice.
Susan Moore FPQP™
Financial Paraplanner Qualified Professional™
Susan joined Blakely Financial, Inc., in November 2005 as an administrative assistant. Since that time, Susan has grown in her responsibilities as she strives to make every interaction with our office extraordinary.
Susan is responsible for client administrative matters; she oversees daily office affairs and ensures that all facets of client paperwork and database management are handled properly. In early 2016, Susan successfully completed the Financial Paraplanner Qualified Professional™ designation program from the College for Financial Planning. She spent six months taking a very rigorous curriculum in the financial planning process, the time value of money, and retirement planning. Susan is also a notary public.
Susan resides in High Point with her husband and two daughters. She is active in her church Sunday School group. In addition to spending time with her family, Susan enjoys traveling and taking long walks with her dog, Tucker.
Emily Promise APMA®
Financial Planning Analyst
Emily joined Blakely Financial, Inc. in 2017 and comes to us as a full-time finance major at High Point University. She is an integral part of our team as she works with Rob, Steve and Will on financial planning and investment research.
Emily currently holds her Series 7 securities registration and the Accredited Portfolio Management Advisor℠ or APMA®. The APMA® is a professional designation program designed to educate advisors on portfolio creation, augmentation and maintenance.
Our team at Blakely Financial is proud of her accomplishments as she previously completed internships with the Massachusetts State Treasure, Commonwealth Financial Network® and Goldman Sachs.
Emily's impressive work ethic, tenacity and vision bring much to Blakely Financial and we are proud to have her as part of our team.
Chevis joined Blakely Financial, Inc. in December 2017. Chevis will often be the first voice you hear when you call our office. She will schedule appointments and assist our team in daily office operations including client paperwork and database management.
Chevis graduated from Randolph County Community College in 2017.
Chevis grew up in Archdale and currently resides in Sophia. She is the proud mom of sweet 4 year old Eli. She enjoys spending time with Scott & Eli, cooking and yoga.
Client Services Assistant
Ashley joined our team in March of 2018. She brings strong customer service and attention to detail from her previous jobs and believes nothing is more important than a satisfied client. Ashley will assist the team in daily office operations including client paperwork, appointments and miscellaneous requests.
Ashley graduated from Randolph County Community College in 2018.
She resides in Greensboro with her husband, Daniel and their furry four-legged children. Ashley enjoys playing softball and singing in her church's praise team.
Donna Blakely AAMS®, MBA
Director of Marketing & Client Relations
Donna is a 1989 graduate of Appalachian State University and a 1995 MBA graduate of the University of North Carolina at Greensboro. She is currently a broker's administrative assistant with Blakely Financial and is responsible for marketing and client relations. In August of 2018, Donna earned her AAMS (Accredited Asset Management Specialist℠) designation, which furthered her knowledge and understanding of the industry.
Prior to working with Blakely Financial, Inc., Donna was a pharmaceutical sales representative with GlaxoSmithKline. She then became co-owner and general manager of the J.H. Adams Inn. With the experience gained in these service positions, Donna believes that no one is more important than the customer, and her goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.
Donna is active with Communities in Schools of Thomasville and a member of the Junior League of High Point. She resides in Thomasville with Rob and their four-legged children, Bunker and Bogey, and is having fun learning to play golf with Rob.
Bunker and Bogey
Bunker and Bogey joined Blakely Financial, Inc., as our official greeters in 2009. They are responsible for greeting our clients and visitors with a tail wag and a lick if you let them! Bunker and Bogey enjoy taking long walks, sleeping in Donna's office, and begging for treats from the FedEx delivery man.