Profile: Donna McElroy

Anyone familiar with Donna McElroy will readily admit that she is not your typical financial advisor. Caring and personable as she always is, Donna seems to have reinvented the meaning of what an investment advisor can be.

With Donna, customers not only receive answers to their annuity questions, but they also gain a friend. Building relations, offering helpful suggestions, and just being there for people are the unique qualities that distinguish her company today. What takes this firm out of the norm, however, is the fact that Financial Investment Services is willing to assist individuals who simply have nowhere else to turn. How such singular practices came about is nothing more than an extension of the passion Donna feels towards others.

While the selling of A rated annuities is the primary function of FIS, giving of her time, assistance and advice is of equal importance to its New Orleans-born owner...