Cassidy Donaldson
cassidy.donaldson@investwithbfa.com
980-201-6280
Administrative Assistant
Cassidy brings energy and curiosity to her role at Blueprint Financial Advisors. These innate skills help her think creatively about how to anticipate challenges before they arise and support the needs of the entire internal team based in Charlotte, NC, financial advisors in the firm’s network, and advisor’s clients.
She joined the Blueprint Financial Advisors team and began her career in financial services in 2025, quickly applying her education, enthusiasm, and service industry experience to help clients pursue their financial goals with confidence.
Her educational background is in psychology, studying at Central Piedmont Community College.
Lifelong North Carolinian
A lifelong North Carolina resident, Cassidy grew up in the Matthews area with her parents and older brother.
Outside of work, she enjoys spending time with family and friends, relaxing at the beach, attending concerts, or hunting for treasures while thrifting.
An avid reader, she is rarely without a book in hand, always seeking new ideas and inspiration.
