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Cynthia Richards-Donald, MBA, CFP®

Cynthia Richards-Donald, MBA, CFP®

Owner/ Managing Partner

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.  Cynthia works with a diverse group of emerging affluent and affluent professionals in banking, education, law, and medical fields as well as retirees.  

Ms. Donald is a trusted financial professional and provides holistic financial planning to her clients.  She received an undergraduate degree in Economics from the State University of New York @ Stony Brook and her Masters of Business Administration in Banking and Finance from Dowling College in Oakdale, NY.  

In her spare time, Ms. Donald volunteers by giving back and performing financial education series to middle school age children through Junior Achievement, goes to Spelman College annually to teach a class on long range financial planning to graduating seniors, and is regularly sought after to provide advice to various groups throughout the year.  

Cynthia is a married mother of two and resides in Charlotte, NC.