Broker Check


Cynthia Richards-Donald, MBA, CFP®

Owner/ Managing Partner

(704) 557-9660

Cynthia Richards-Donald is the Owner/Managing Partner of Premier Wealth Transfer Group, LLC. She is a CERTIFIED FINANCIAL PLANNER™ Certificant and Financial Advisor who has over 25 years of financial services industry experience.

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Ricky Jackson, Jr. CFP®, ChFC®

Managing Director


Financial Wellness Advocate | Certified Bourbon Steward | BBQ Enthusiast | Homeschool Family As a financial planner, I am here to break the stereotype that you must be wealthy to work with a financial planner. In our practice, we help...

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Chelsea Smith

Marketing Director


Experienced Marketing Director with a demonstrated history of working in the financial services industry. 

James Ziel

Agency Supervisory Officer


James fills a very important role in the firm overseeing regulatory and compliance functions for securities, investment advisory, and financial planning services offered by the firm. James works to ensure that our professionals operate...

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Lou Galletto

Wealth Management Director


As our Wealth Management Director, Lou considers himself more of a "solution provider" at the firm. "That's what I really do work with and coach our financial professionals to help them set goals and objectives with their clients....

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