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Donna Blakely AAMS™, MBA


As the Controller at Blakely Financial, Inc., I oversee financial reporting, daily accounting, payroll, and budgeting. While my role is primarily operational and behind-the-scenes, I take great pride knowing my contributions enhance our team’s efficiency. I am continually inspired by the meaningful impact our Blakely Financial team has on our clients’ lives every day.

Before joining Blakely Financial, I spent over a decade as a pharmaceutical sales representative with GlaxoSmithKline. Following that, I became the co-owner and general manager of the J.H. Adams Inn in High Point, North Carolina. These experiences in service-oriented roles have instilled in me a deep belief that the client is paramount. I am immensely proud of our team at Blakely Financial, who consistently prioritize personalized attention and exceptional service for our clients.

I am passionate about giving back to my community through volunteering and mentorship. One of my favorite activities has been teaching healthy cooking classes to fourth graders with Communities in Schools of Thomasville. Additionally, I enjoy leading Crockpot Cooking Classes for moms at the YWCA and The Salvation Army through the Junior League of High Point.

In my personal time, I enjoy cooking, gardening, traveling, and spending time at the coast in Southport, NC, or anywhere near water.

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


  • 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
Robert Blakely
Emily PromiseSteve LaFranceYesenia Davila
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah Johnson
Robert Blakely
Emily Promise
Emily Promise

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