Donald L. Pierini,
MBA, AIF@, CRPC@Financial Consultant, Registered Principal
Diversified Global Investment Strategies, LLC (DGIS) Raymond James Financial Services don.pierini@raymondjames.com
DGIS is a registered investment advisory firm with securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Private Clients At DGIS, we leverage strategic, professional resources and expertise to provide private clients with a smooth transition through three phases of financial planning. We implement a suitable, diversified investment strategy during the capital accumulation phase while maintaining a global perspective on the markets and the economies. During the capital preservation stage of wealth management, we strive to mitigate downside risk while managing retirement income and the negative impact of taxes. A financial planning process leveraging strategic professional relationships helps families attain their legacy goals while mitigating tax liability.
Qualified and Non-Qualified Retirement Plans — DGIS is a member of a national alliance of advisors (Retirement Plan Advisory Group — RPAG) whose mission is to help provide enhanced value to sponsors and participants of qualified and non-qualified retirement plans. RPAG is comprised of over 400 member firms, serving 40,000 sponsors with over $450 billion in collective assets under advisement (01/01/2019). Services are Comprehensive and include:
* Investments — Using a risk-adjusted methodology of evaluating available options, offering a wide array of possible assets.
* Fees: Competitive Plan level fees are capped at $15MM.
* 3(21) Co-fiduciary Services — Including IPS updates, periodic participant education training, and periodic Plan Reviews and Benchmarking.
Education: Donald received his MBA's from Loyola University, Chicago, and his BA degree from Michigan State University, Eli Broad College of Business. Securities Registrations — Registered Investment Advisor Representative. 1) Series 9/10 (general securities sales supervisor), 2) Series 7 (general securities representative), 3) Series 66, and 4) Life insurance license. Professional Designations — Accredited Investment Fiduciary (AIF@), Chartered Retirement Planning CounselorSM (CRPC@). Reference Broker Check at www.FINRA.org.
Personal: Donald and his wife Linda reside in Birmingham, AL, with one son and six grandchildren. Donald's wife is from Stockholm, Sweden, and is a professor of Asian Art History at the University of Alabama, Birmingham (UAB) and Birmingham-Southern College. Donald and his wife actively support the Leukemia and Lymphoma Society and the American Heart Association.
Business Advisory Services:
Corporate Cash Management
Business Succession Planning:
* Risk Management
* Access to Business
* Valuation Services
* Exit Strategies
Retirement Plan Solutions:
* 401(k) and 403(b)
* Profit-Sharing
* Non-qualified Plans; 457b
* Cash Balance Plans
* Defined Benefit
* Participant Education
Memberships
* Alabama 401 (k)
Council
* Birmingham Business
Alliance (BBA)
* NAPA - National
Assoc. of Plan Advisors
* RPAG Organization
Diversified Global Investment Strategies is an independent Registered Investment Advisory (RIA) a firm with the State of
Alabama Securities Commission. Donald L. Pierini is an Investment Advisor Representative in Alabama, Florida, Georgia, Kansas, Michigan, Tennessee, and Texas.
MBA, AIF@, CRPC@Financial Consultant, Registered Principal
Diversified Global Investment Strategies, LLC (DGIS) Raymond James Financial Services don.pierini@raymondjames.com
DGIS is a registered investment advisory firm with securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Private Clients At DGIS, we leverage strategic, professional resources and expertise to provide private clients with a smooth transition through three phases of financial planning. We implement a suitable, diversified investment strategy during the capital accumulation phase while maintaining a global perspective on the markets and the economies. During the capital preservation stage of wealth management, we strive to mitigate downside risk while managing retirement income and the negative impact of taxes. A financial planning process leveraging strategic professional relationships helps families attain their legacy goals while mitigating tax liability.
Qualified and Non-Qualified Retirement Plans — DGIS is a member of a national alliance of advisors (Retirement Plan Advisory Group — RPAG) whose mission is to help provide enhanced value to sponsors and participants of qualified and non-qualified retirement plans. RPAG is comprised of over 400 member firms, serving 40,000 sponsors with over $450 billion in collective assets under advisement (01/01/2019). Services are Comprehensive and include:
* Investments — Using a risk-adjusted methodology of evaluating available options, offering a wide array of possible assets.
* Fees: Competitive Plan level fees are capped at $15MM.
* 3(21) Co-fiduciary Services — Including IPS updates, periodic participant education training, and periodic Plan Reviews and Benchmarking.
Education: Donald received his MBA's from Loyola University, Chicago, and his BA degree from Michigan State University, Eli Broad College of Business. Securities Registrations — Registered Investment Advisor Representative. 1) Series 9/10 (general securities sales supervisor), 2) Series 7 (general securities representative), 3) Series 66, and 4) Life insurance license. Professional Designations — Accredited Investment Fiduciary (AIF@), Chartered Retirement Planning CounselorSM (CRPC@). Reference Broker Check at www.FINRA.org.
Personal: Donald and his wife Linda reside in Birmingham, AL, with one son and six grandchildren. Donald's wife is from Stockholm, Sweden, and is a professor of Asian Art History at the University of Alabama, Birmingham (UAB) and Birmingham-Southern College. Donald and his wife actively support the Leukemia and Lymphoma Society and the American Heart Association.
Business Advisory Services:
Corporate Cash Management
Business Succession Planning:
* Risk Management
* Access to Business
* Valuation Services
* Exit Strategies
Retirement Plan Solutions:
* 401(k) and 403(b)
* Profit-Sharing
* Non-qualified Plans; 457b
* Cash Balance Plans
* Defined Benefit
* Participant Education
Memberships
* Alabama 401 (k)
Council
* Birmingham Business
Alliance (BBA)
* NAPA - National
Assoc. of Plan Advisors
* RPAG Organization
Diversified Global Investment Strategies is an independent Registered Investment Advisory (RIA) a firm with the State of
Alabama Securities Commission. Donald L. Pierini is an Investment Advisor Representative in Alabama, Florida, Georgia, Kansas, Michigan, Tennessee, and Texas.
Linda Pierini,
Marketing Assistant, RJFSAs Marketing Assistant for Diversified Global Investment Strategies LLC (DGIS), Linda is responsible for developing and implementing our firm's image in the marketplace and enhancing the client communications experience. DGIS is a registered investment advisory (RIA) firm, with securities offered through Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC.
Before joining Diversified Global Investment Strategies, Linda's professional domestic and international experience includes:
* Adjunct Professor at the University of Alabama,
Birmingham (UAB) -- and -- Birmingham-Southern College — Asian Art History (current)
* Actor — Film, Television, Voice-overs in Chicago,
Cleveland and Stockholm (SE)
* Manager and appraiser at one of Europe's oldest auction houses (Stockholm, Sweden)
* Public relations for the Royal Dramatic Theater and Opera House (Stockholm, SE)
Linda's global work experience includes Europe and the United States with specialized knowledge of cultures in the Far East. Linda is fluent in Swedish and English, passing her foreign language competency exam for her master's degree in French and conversational Italian and Japanese.
Linda serves her community as an Officer to the Liquid Gold Foundation, a non-profit organization focused on increasing platelet donations through education. Linda and her husband Donald reside in Birmingham, Alabama, and have one son and six grandchildren.
Investment Advisory Services through Diversified Global Investment Strategies, LLC. Diversified Global Investment Strategies, LLC is not a registered broker/dealer independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRWSIPC.
Effects of the Internet on Images of Worship. September 2012 — Graduate Student
Conference in Buddhist Studies, University of Virginia. Paper: "Objects of Worship Based on the Lotus Sutra; the
Gohonzon by Nic Hiren"
April 2012 — Graduate Student Symposium,
The University of Alabama.
Award / Scholarships / Memberships
Klaus Urban Scholarships 2010-2011, & 2009-2010
Schoenberg Scholarship — 2008-2009
Graduated Magna Cum Laude / Dean's List
Member of the National Society of Collegiate Scholars
Public Speaking; Symposiums. Conference's
July 2016 — Translating Buddhism Conference, July 2016, York St. John University, UK. Paper:
"Who Owns the Dharma?"
June 2016 — National Consortium for Teaching about Asia (NCTA)
April 2013 — International Graduate Student Conference on Researching and Rethinking Asia, York
University, Toronto Canada, Paper: Ownership of the Buddhist Dharma:
Marketing Assistant, RJFSAs Marketing Assistant for Diversified Global Investment Strategies LLC (DGIS), Linda is responsible for developing and implementing our firm's image in the marketplace and enhancing the client communications experience. DGIS is a registered investment advisory (RIA) firm, with securities offered through Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC.
Before joining Diversified Global Investment Strategies, Linda's professional domestic and international experience includes:
* Adjunct Professor at the University of Alabama,
Birmingham (UAB) -- and -- Birmingham-Southern College — Asian Art History (current)
* Actor — Film, Television, Voice-overs in Chicago,
Cleveland and Stockholm (SE)
* Manager and appraiser at one of Europe's oldest auction houses (Stockholm, Sweden)
* Public relations for the Royal Dramatic Theater and Opera House (Stockholm, SE)
Linda's global work experience includes Europe and the United States with specialized knowledge of cultures in the Far East. Linda is fluent in Swedish and English, passing her foreign language competency exam for her master's degree in French and conversational Italian and Japanese.
Linda serves her community as an Officer to the Liquid Gold Foundation, a non-profit organization focused on increasing platelet donations through education. Linda and her husband Donald reside in Birmingham, Alabama, and have one son and six grandchildren.
Investment Advisory Services through Diversified Global Investment Strategies, LLC. Diversified Global Investment Strategies, LLC is not a registered broker/dealer independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRWSIPC.
Effects of the Internet on Images of Worship. September 2012 — Graduate Student
Conference in Buddhist Studies, University of Virginia. Paper: "Objects of Worship Based on the Lotus Sutra; the
Gohonzon by Nic Hiren"
April 2012 — Graduate Student Symposium,
The University of Alabama.
Award / Scholarships / Memberships
Klaus Urban Scholarships 2010-2011, & 2009-2010
Schoenberg Scholarship — 2008-2009
Graduated Magna Cum Laude / Dean's List
Member of the National Society of Collegiate Scholars
Public Speaking; Symposiums. Conference's
July 2016 — Translating Buddhism Conference, July 2016, York St. John University, UK. Paper:
"Who Owns the Dharma?"
June 2016 — National Consortium for Teaching about Asia (NCTA)
April 2013 — International Graduate Student Conference on Researching and Rethinking Asia, York
University, Toronto Canada, Paper: Ownership of the Buddhist Dharma:
Christie Musso Bruce,
As Client Services Manager for Diversified Global Investment Strategies LLC (DGIS), Christie is responsible for facilitating the high-quality level of our client services, record-keeping, administration, and overall technical implementation of our practice.
DGIS is a registered investment advisory firm with securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Christie has worked in the financial field for the past 15 years. Christie studied computer and business classes at Jefferson State Community College and completed her Bookkeeping Certification with Intuit in 2005. Christie also studied to become a QuickBooks Pro-Advisor, with Intuit receiving her QuickBooks Certification. Christie has owned her own bookkeeping business for 15 years. She founded a bookkeeping service focused on providing full bookkeeping and tax preparation services, financial management, and QuickBooks software training and assistance to local area businesses. She led a team of financial advisors and bookkeeping professionals who provided a multitude of services from payroll administration and accounts payable & receivable management to account reconciliation and general ledger maintenance, as well as tax preparation and monthly/year-end financial reporting. Christie also worked with HHM, the largest accounting firm in Chattanooga, TN teaching QuickBooks classes for onboarding new clients using their bookkeeping services. Including going onsite to clients and training their employees. Christie was hired as management and head bookkeeper over their bookkeeping department.
Christie's expertise is in Bank Reconciliation | US-GAAP Accounting Principles Knowledge | Profit and Loss | Cash Flow Optimization. Christie is a Highly analytical QuickBooks superuser with proven success in managing and executing cost-effective bookkeeping, accounting, and financial operations. Well-versed in drafting project proposals, creating change orders, tax filings, transaction processing, and office management. An articulate written and verbal communicator with key skills in time management, attention-to-detail, data accuracy, and multitasking. Results-focused with capabilities in training, financial statement creation, strategic planning, financial analysis, and cross-functional leadership and teamwork. Proficient in Social Media Platforms (Facebook, Instagram, Twitter) and Microsoft Office Suite (Word, Excel, PowerPoint).
Core Proficiencies:
Account Management | Vendor Administration | Payroll Administration | Regulatory Compliance | Balance Sheet Management Liability and Sales Tax Systems | Accounts Payable (AP)/Accounts Receivable (AR)| Budgeting | Invoices/Billing | Confidentiality Forecasting | Projection Development | Financial Reporting | General Ledger Maintenance | Journal Entries | Database Entry
Awards and Publications:
Published Author of the book "Hope Knows Your Name" Published in 2015
Christie was crowned Mrs. Elite Tennessee in 2017.
"Outstanding Excellence and Dedication to her Profession and the Achievement of Women Award"
from the National Association of Professional Women. 2018
Christie was number 5 in the top 25 speakers and Authors on LinkedIn. 2019
Today, outside of work, she is an Author and Keynote speaker. Christie is the founder of Hope Knows Your Name Ministries founded in 2007 to present. Christie has traveled worldwide speaking at hundreds of venues sharing her story of Hope, including Nicaragua, where she was the keynote speaker for over 5000 women. Her ministry is built on the promises found in Isaiah 61 to "bind up the brokenhearted and proclaim freedom for the captives." She regularly speaks at Churches across the country, Women's and Men's Retreats, Conferences, Special events, Recovery centers, Juvenile detention centers, and battered women. She invites everyone of all ages and stages of life to learn to live contagiously free. To escape their prison of shame, fear, and pain through applying God's truth to their lives. Christie will gently guide you in going on with life and feel cherished, accepted, loved, forgiven, and free.
Christie wants to empower others to accept challenges, embrace change, take action in their everyday lives, and inspire the Hope necessary to overcome all challenges that may come your way.
hopeknowsyourname.com
hopeknowsyourname@gmail.com
205-960-4245 to book for any speaking events.
As Client Services Manager for Diversified Global Investment Strategies LLC (DGIS), Christie is responsible for facilitating the high-quality level of our client services, record-keeping, administration, and overall technical implementation of our practice.
DGIS is a registered investment advisory firm with securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Christie has worked in the financial field for the past 15 years. Christie studied computer and business classes at Jefferson State Community College and completed her Bookkeeping Certification with Intuit in 2005. Christie also studied to become a QuickBooks Pro-Advisor, with Intuit receiving her QuickBooks Certification. Christie has owned her own bookkeeping business for 15 years. She founded a bookkeeping service focused on providing full bookkeeping and tax preparation services, financial management, and QuickBooks software training and assistance to local area businesses. She led a team of financial advisors and bookkeeping professionals who provided a multitude of services from payroll administration and accounts payable & receivable management to account reconciliation and general ledger maintenance, as well as tax preparation and monthly/year-end financial reporting. Christie also worked with HHM, the largest accounting firm in Chattanooga, TN teaching QuickBooks classes for onboarding new clients using their bookkeeping services. Including going onsite to clients and training their employees. Christie was hired as management and head bookkeeper over their bookkeeping department.
Christie's expertise is in Bank Reconciliation | US-GAAP Accounting Principles Knowledge | Profit and Loss | Cash Flow Optimization. Christie is a Highly analytical QuickBooks superuser with proven success in managing and executing cost-effective bookkeeping, accounting, and financial operations. Well-versed in drafting project proposals, creating change orders, tax filings, transaction processing, and office management. An articulate written and verbal communicator with key skills in time management, attention-to-detail, data accuracy, and multitasking. Results-focused with capabilities in training, financial statement creation, strategic planning, financial analysis, and cross-functional leadership and teamwork. Proficient in Social Media Platforms (Facebook, Instagram, Twitter) and Microsoft Office Suite (Word, Excel, PowerPoint).
Core Proficiencies:
Account Management | Vendor Administration | Payroll Administration | Regulatory Compliance | Balance Sheet Management Liability and Sales Tax Systems | Accounts Payable (AP)/Accounts Receivable (AR)| Budgeting | Invoices/Billing | Confidentiality Forecasting | Projection Development | Financial Reporting | General Ledger Maintenance | Journal Entries | Database Entry
Awards and Publications:
Published Author of the book "Hope Knows Your Name" Published in 2015
Christie was crowned Mrs. Elite Tennessee in 2017.
"Outstanding Excellence and Dedication to her Profession and the Achievement of Women Award"
from the National Association of Professional Women. 2018
Christie was number 5 in the top 25 speakers and Authors on LinkedIn. 2019
Today, outside of work, she is an Author and Keynote speaker. Christie is the founder of Hope Knows Your Name Ministries founded in 2007 to present. Christie has traveled worldwide speaking at hundreds of venues sharing her story of Hope, including Nicaragua, where she was the keynote speaker for over 5000 women. Her ministry is built on the promises found in Isaiah 61 to "bind up the brokenhearted and proclaim freedom for the captives." She regularly speaks at Churches across the country, Women's and Men's Retreats, Conferences, Special events, Recovery centers, Juvenile detention centers, and battered women. She invites everyone of all ages and stages of life to learn to live contagiously free. To escape their prison of shame, fear, and pain through applying God's truth to their lives. Christie will gently guide you in going on with life and feel cherished, accepted, loved, forgiven, and free.
Christie wants to empower others to accept challenges, embrace change, take action in their everyday lives, and inspire the Hope necessary to overcome all challenges that may come your way.
hopeknowsyourname.com
hopeknowsyourname@gmail.com
205-960-4245 to book for any speaking events.
