Priscilla Colleen Birt

Employer firm

Donaldson Capital Management LLC CRD 106131

$3.46B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2020
  Resource Advisory Services
  Knoxville, TN
• 06/2020 → 04/2021
  The Mather Group, Llc
  Knoxville, TN
• 04/2021 → 07/2023
  The Mather Group, Llc
  Knoxville, TN
• 08/2023 → Present
  Donaldson Capital Management
  Evansville, IN

Previous Registrations

• 2020-06-11 → 2023-08-29
  The Mather Group, Llc
  Knoxville, TN
  Chicago, IL
• 2018-08-07 → 2020-06-26
  Resource Advisory Services, Inc.
  Knoxville, TN

Designations

• Certified Financial Planner

Other Names

• Priscilla Brannon
• Priscilla Colleen Brannon