Carol M. Donald

A financial services veteran with over 40 yrs’ experience, Carol’s passion for public sector retirement planning began in the 1980’s with the introduction of the City of Chicago deferred compensation plan.

Carol joined Nationwide Retirement Solutions as an administrative manager and advanced to Financial Advisor and Retirement Planning Specialist. To broaden her ability to connect with clients and to support other financial advisors, she transitioned to Communications Director at an independent registered investment advisory firm. Through the years she also administered the Cook County, Chicago Housing Authority, METRA and Chicago Public Schools’ tax-advantaged retirement plans. She enjoys cultivating client relationships while offering her expertise to support colleagues. A Graduate of Prairie State College, she holds FINRA Series 6 and 63 with LPL Financial and is licensed to offer life, accident and health, and variable contracts insurance.