Donna Weidl, a senior vp and monetary advisor with the native department of Merrill Lynch International Wealth Administration, has joined the board for the Scholarship Basis of Santa Barbara.
Born in Qingdao, China, Mrs. Weidl immigrated to the US at age 7 earlier than attending San Marcos Excessive College and Santa Barbara Metropolis Faculty. She went on to change into the primary particular person in her household to graduate from school, incomes a bachelor’s diploma in international enterprise at Cal State Channel Islands with help from the Scholarship Basis.
Mrs. Weidl started her profession in wealth administration at Merrill Lynch within the midst of the worldwide monetary disaster in 2009 and has since earned 5 skilled certifications and designations: Licensed Monetary Planner, Licensed Personal Wealth Advisor, Chartered Retirement Planning Counselor, Licensed Divorce Monetary Analyst and Licensed Plan Fiduciary Advisor.
In August, she was named to Forbes’ “Finest-in-State Subsequent-Technology Wealth Advisors” checklist.
“Donna’s life story is inspiring, and she or he is an brisk advocate for increasing instructional alternatives in our group. She is an impressive addition to our board of administrators,” mentioned Barbara Robertson, basis president and CEO.
Celebrating its sixtieth anniversary this 12 months, the Scholarship Basis of Santa Barbara is the nation’s largest community-based supplier of faculty scholarships, having awarded greater than $140 million to some 60,000 county college students since its founding in 1962.
The inspiration additionally offers free monetary support advising companies. For added info, go to www.sbscholarship.org.
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