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Donna Sheehy
CFP®
Financial Advisor
2536 Countryside Blvd.
Suite 121
Clearwater, FL 33763
Phone: 727-943-8813
5901 Sun Boulevard
Suite 101
Saint Petersburg, FL 33715
Phone: 727-906-3013
Fax: 727-906-8843
Contact Us
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About Us
About Donna
After graduating from Syracuse University, Donna entered the investment industry by joining Merrill Lynch in Clearwater, Fl.
She then proceeded to earn the professional certification of Certified Financial PlannerTM in 1987 and her Master's degree in Retirement Planning in 1996. She continues to stay on the cutting edge of her profession by taking advance courses and attending financial and investment workshops.
In addition to Donna being part of a larger Raymond James Financial Service branch office located at Isla Del Sol in St. Petersburg Florida, she has a satellite branch in Clearwater (aka: Countryside) Florida. According to Donna, one of the benefits of being part of this larger branch is that it provides the necessary support for when she is out sick or on vacation. But at the same time she is able to provide the personal attention and convenience of a smaller office in Clearwater Florida.
Knowledge, experience and accessibility to service your financial needs is what Donna strives to provide her valued clients and future clients.
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