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Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
Our team believes that it's more important than ever for all investors to participate in the financial decisions that impact their lives. We've found that many of our women clients leave those decisions to their partners and don't take an active role now, or plan for the future. We are committed to reversing this trend. In our work together, we want to be sure you know where you stand today, and feel confident about the decisions we help you make for tomorrow.
Senior Vice President–Wealth Management
"I feel passionate about helping women feel financially empowered whether it is through a life transition or as part of the family dynamic. It is my mission to bring all members of the family together in the planning process. It produces the most successful outcomes. "
Donis Smith oversees the financial planning process for Decision Point Wealth Consulting, and works closely with clients and their families to assist them in reaching their fiscal goals for the future. Donis graduated from the UNC-Wilmington in 1986 with a B.S. in marketing. After completing her MBA degree in 1994, she began her financial career with the predecessor firm of Morgan Stanley (formerly Dean Witter Reynolds). Donis is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and earned Morgan Stanley's Wealth Advisor designation in 2007. In 2015, Donis became a Certified Divorce Financial Analyst™ in order to gain the expertise necessary to assist clients in navigating through the financial challenges that can occur during and after divorce.
Donis currently serves on the Landfall Foundation Board, the UNCW Foundation Board, is a mentor to Cameron School of Business students, and is a member of the Women's Impact Network of New Hanover County. Donis enjoys creating gourmet meals, gardening, and boating with her husband, Alex, whom she has been married to since 2002. Her son Nicholas and his wife Erin, along with their two children, Ryland and Parker, live in Charlotte, NC. Donis' brush with fame: She appears in a 1964 photo with Cal Ripken Jr and his family.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Senior Vice President–Wealth Management
"I feel passionate about helping women feel financially empowered whether it is through a life transition or as part of the family dynamic. It is my mission to bring all members of the family together in the planning process. It produces the most successful outcomes. "
Donis Smith oversees the financial planning process for Decision Point Wealth Consulting, and works closely with clients and their families to assist them in reaching their fiscal goals for the future. Donis graduated from the UNC-Wilmington in 1986 with a B.S. in marketing. After completing her MBA degree in 1994, she began her financial career with the predecessor firm of Morgan Stanley (formerly Dean Witter Reynolds). Donis is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and earned Morgan Stanley's Wealth Advisor designation in 2007. In 2015, Donis became a Certified Divorce Financial Analyst™ in order to gain the expertise necessary to assist clients in navigating through the financial challenges that can occur during and after divorce.
Donis currently serves on the Landfall Foundation Board, the UNCW Foundation Board, is a mentor to Cameron School of Business students, and is a member of the Women's Impact Network of New Hanover County. Donis enjoys creating gourmet meals, gardening, and boating with her husband, Alex, whom she has been married to since 2002. Her son Nicholas and his wife Erin, along with their two children, Ryland and Parker, live in Charlotte, NC. Donis' brush with fame: She appears in a 1964 photo with Cal Ripken Jr and his family.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For some of life's questions you're not alone. Together we can find the answer.
With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
#1
ESG/Impact Investing
Euromoney Private Banking and Wealth Management Survey, 2015-2022
#1
Philanthropic Advice
Euromoney Private Banking and Wealth Management Survey, 2011-2022
