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

Services

For more than 20 years, I have been helping investors
achieve their financial goals and dreams.

 As your financial advisor with Raymond James Financial Services, Inc., I have access to a comprehensive range of investment and service options including but not limited to the following:

 

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Peace of mind takes planning.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• Identity Theft - The more you know about identity theft, the better you can protect yourself.
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
• Stock Options - Strengthen your portfolio without stretching your finances.