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Donna Blakely AAMS®, MBA

Director of Operations

I am responsible for office management and customer relations at Blakely Financial. Since I am more in an operational role, I love knowing that the things I do behind the scenes can help our team be most efficient. I continue to be inspired by the difference that our BFI team makes in our clients’ lives each and every day. 

Before working with Blakely Financial, I was a pharmaceutical sales representative with GlaxoSmithKline. I then became co-owner and general manager of the J.H. Adams Inn. With the experience gained in these service positions, I believe that no one is more important than the customer. My goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.

I’m very passionate about giving back my time, talents, and treasures to my community. Volunteering with kids and being a mentor to them is one thing I feel very strongly about.  My favorite activity has been teaching healthy cooking classes to fourth graders with CIS of Thomasville and Crockpot Cooking Classes taught by members of the Junior League of High Point for moms at the YWCA and The Salvation Army. Beyond volunteering, I enjoy cooking, gardening, and playing golf.

Professional Designations, Certifications, Registrations, and Licenses

  • Accredited Asset Management Specialist, AAMS®, College for Financial Planning
  • FINRA Series 7 securities registration

Professional Memberships

  • The United Way of Greater High Point (2020 Campaign Co-Chair & Board Member)
  • Women In Motion
  • Past-President of the Junior League of High Point

Education

  • Appalachian State University, Boone, N.C. – B.S. in Biology & Chemistry
  • The University of North Carolina at Greensboro – MBA

 

Personal Points

If I wrote my own job description…

Director of Anything That Needs Fixin’

My superpower would be…

To sprinkle love and happiness everywhere!

My top 3 reads and podcasts are…

“Inside the O’Briens’ by Lisa Genova, “A Man Called Ove” by Fredrick Backman, “The Alice Network” by Kate Quinn

Something people don’t know…

I am actually more introverted than I appear.

My dream travel destination is…

Italy and a Mediterranean Cruise

My happy hour order is…

Cosmopolitan made with Titos Vodka

Credentialed Professionals

Blakely Financial team members are committed to providing clarity, insight and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Our team has obtained the following certifications:

Robert BlakelyEmily PromiseSteve LaFrance
Emily PromiseSteve LaFranceYesenia Davila
Robert BlakelySteve LaFranceEmily Promise
Donna Blakely
Yesenia DavilaStephanie Lanier
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily Promise
Robert Blakely
Emily Promise

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