Advisor Profile

Donte is a Senior Associate of Wealth Management at Choreo, based in the Davenport, Iowa office. With over five years of experience, he specializes in advising business owners, high-net-worth individuals, and their families on achieving their financial goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Donte is dedicated to simplifying the complexities of wealth, helping clients make informed decisions, and ultimately leading more fulfilling lives.

Donte collaborates closely with each client to create tailored financial plans that align with their unique goals, focusing on investment strategy, balance sheet management, and cash flow optimization. His strong attention to detail ensures that every element of the plan is thoughtfully executed and regularly reviewed. His expertise spans wealth accumulation, retirement planning, estate planning, education funding, and tax-efficient strategies.

Prior to joining Choreo, Donte served as a financial advisor at Edward Jones for three years, where he honed his skills in investment management and client service. His commitment to continuous learning and clear communication enables him to equip clients with the insights they need to confidently plan for their financial future. 

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®

EDUCATION

• B.S in Bank & Financial Services - Northern State University