Broker Check

Biographies

Cynthia Richards-Donald, MBA, CFP®

Owner/ Managing Partner

(704) 557-9660

crichardsdonald@financialguide.com

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

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Lou Galletto

Wealth Management Director

704-557-9604

lougalletto@financialguide.com

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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Chelsea Smith

Marketing Director

704-557-9715

chelseasmith@financialguide.com

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

James Ziel

Agency Supervisory Officer

704-557-9600

jziel@financialguide.com

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 advisors operate...
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