Donis Smith, CFP®, CDFA®

Donis Smith joined Rockefeller Global Family Office in September 2023. In her role she oversees the financial planning process for Decision Point Wealth Partners, and works closely with clients and their families to assist them in reaching their fiscal goals for the future.

Donis graduated from the UNC-Wilmington in 1986 with a B.S. in marketing. After completing her MBA degree in 1994, she began her financial career with the predecessor firm of Morgan Stanley (formerly Dean Witter Reynolds). Donis is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and earned Morgan Stanley’s Wealth Advisor designation in 2007. In 2015, Donis became a Certified Divorce Financial Analyst®™ in order to gain the expertise necessary to assist clients in navigating through the financial challenges that can occur during and after divorce.

Donis currently serves on the Beacon Education Foundation Board, the UNCW Endowment Board, is a mentor to Cameron School of Business students, and is a member of the Women’s Impact Network of New Hanover County. Donis enjoys creating gourmet meals, gardening, and boating with her husband, Alex, whom she has been married to since 2002. Donis’ brush with fame: She appears in a 1964 photo with Cal Ripken Jr and his family.