Senior Client Service Associate
Donna joined the firm in 2010 and became a Senior Client Service Associate in 2018. Donna enjoys making clients feel welcome and at home while working with the team and visiting the office. She values the relationships with clients and is ready to help in any way that she can. In her role, she coordinates client meetings, assists in meeting preparation and provides back office client service support. Donna has a rich background in the financial industry with more than 20 years of experience. Donna is a graduate of the Katherine Gibbs School.
She currently resides in Exton, Pennsylvania.« Back to Financial Advisor Team