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

Map & Directions

Newsletters

• Spotlight On Asset Management
  Available quarterly, this electronic newsletter includes timely articles on current topics to help you become more informed about issues impacting your finances. It is a great resource, and offers an overview of the many asset management benefits.

• Successful Women
  Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.

• Financial Journeys
  Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.

• Weekly Market Snapshot
  Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.

• Small Business Dimensions
  Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.