Financial planning and beyond

Mother Daughter meeting

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Carla-Donina

    Carla Donina

    Senior Vice President–Wealth Management

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    Rank
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA

    An industry veteran since 1981, Carla is the managing member of the Donina Wealth Management Group. She is a Senior Vice President –Wealth Management and has completed comprehensive training in financial planning, asset management and wealth transfer strategies.

    Carla is a UBS President Council member. She holds the Certified Investment Management Analyst® designation, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania.

    Carla is a UBS Portfolio Management Program Advisor and maintains her Series 7 (General Securities Representative), Series 31 (Futures Managed Funds), Series 63(Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor Law) securities licenses as well as the TN State life and health insurance licenses.

    Carla received her B.S. in finance & Economics from Indiana University, PA.  She lives in Chattanooga with her husband Jerry Mitchell. Currently she is serving as Vice Chair for the AIM Center, and on the Advisory Board for the UTC College of Business.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Forbes/SHOOK Top Women Wealth Advisors, 2020, 2021, 2022
    • Indiana University, B.S. in Finance and Economics
    • Certified Investment Management Analyst®
    One Union Square
    Krystal Building
    Chattanooga, TN 37402
  • Robert-Donina

    Robert Donina, Jr., CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MT
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA

    As a Senior Vice President – Wealth Management with 23 years of experience, Rob specialized in financial planning and wealth preservation strategies; particularly as it relates to portfolio dynamics regarding risk/return relationships. Rob has retained his Certified Financial Planner™ (CFP®), designation since May of 2005.

    He is also a Certified Financial Manager (CFM®), and has completed the UBS Portfolio Management program as well as the Wealth Advisor Program® (UBS AG). He maintains his Series 7, Series 31, Series 63, and Series 65, in addition to the TN State Life & Health Insurance licenses.

    Rob graduated from the Pennsylvania State University with a B.S. in Business Administration. He lives on Signal Mountain, TN with his wife, Michelle, and two sons, Bobby and Joey. Currently, he serves on the Board of the Tennessee River Gorge Trust, and served as Ex-Treasurer for the Signal Mountain Education Fund (MEF). Rob has been a member of the Estate Planning Council in Chattanooga since 2000.

    • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
    • Pennsylvania State University, B.S. in Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    One Union Square
    Suite 100
    Chattanooga, TN 37402
  • Erin-Carboni

    Erin Carboni, CFP

    Team Administrator

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    • GA
    • TN

    Erin graduated with a B.B.A. in Business Finance from Middle Tennessee State University and with an MBA from University of Tennessee Chattanooga. Initially, she interned with the Donina Group in 2004 and joined full time in 2005 as a Client Services Associate. Erin has retained her Certified Financial Planner™ (CFP®), designation since 2017.

    Erin's areas of focus include financial goals analysis and insurance planning, along with in depth product knowledge.

      • Middle Tennessee State University, B.B.A. in Business Finance
      • University of Tennessee Chattanooga, MBA
      • CERTIFIED FINANCIAL PLANNER™
      One Union Square
      Suite 100
      Chattanooga, TN 37402
    • Julia-Harrison

      Julia Ann Harrison

      Client Service Associate

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      • GA
      • TN

      Julia graduated from Ithaca College in 2015 with a BS in Business Administration with concentrations in Finance and International Business. She has had experience interning with the Donina Group several years prior to joining the team in June 2016.

      She has completed her Series 7 and Series 66 registrations.

        • Ithaca College, B.S. in Business Administration
          One Union Square
          Suite 100
          Chattanooga, TN 37402
        Education financing

        Education financing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        A way forward

        Understanding your life, your wealth and what you want to accomplish.

        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

        Let's talk about how we can help you plan for the life you want

        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

        Backed by the strength of UBS

        A global leader in wealth management

        $3.3 trillion

        In invested assets globally 
        As of 12/31/2021

        #1

        For Ultra-High Net Worth clients

        Euromoney Private Banking and Wealth Management Survey, 2016-2022

        Global leader

        UBS is a world-leading wealth manager

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