Donna Woodruff

Donna Woodruff is a Partner and Senior Advisor at Capital Insight Partners, LLC in Phoenix, AZ, where she offers specialized financial planning and wealth management services to high-net-worth individuals and families. Her key responsibilities include crafting comprehensive financial plans, managing complex client portfolios, and delivering strategic advice tailored to life transitions such as retirement, inheritance, and executive compensation. She collaborates closely with clients and their other advisors to address areas including tax strategy, estate planning, business succession, and charitable giving.

With over 25 years of experience in the financial advisory sector, Donna previously held the roles of Senior Advisor at Capital Insight Partners from 2016 to 2023 and Financial Advisor at Sequoia Financial Advisors, Inc., starting in 1997. At Capital Insight Partners, she serves affluent clients who typically have portfolios exceeding $2 million, focusing on long-term wealth stewardship across asset classes such as equities, fixed income, and alternative investments. Her expertise encompasses comprehensive financial planning for individuals, families, and business owners, integrating risk management, insurance, and legacy planning.

Donna holds the CFP® (Certified Financial Planner) and AIF® (Accredited Investment Fiduciary) designations, underpinned by a Bachelor of Arts in English from Bridgewater State University. Her approach is grounded in research-driven, ethical investment management, and she is recognized for her collaborative, client-centered service ethos and commitment to delivering independent, high-integrity advice to support her clients’ most meaningful financial goals.