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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
Map & Directions |
Introducing Donna A. Sheehy, CFP®Donna brings knowledge, experience and accessibility to service your financial needs. As a Certified Financial PlannerTM professional, Donna is a member of a distinguished profession dedicated to serving the financial needs of individuals, families, and businesses. The Certified Financial PlannerTM professional has had to demonstrate competence in analyzing and developing personal and business financial plans through the successful completion of a series of rigorous exams offered by the College for Financial Planning.
Services
As your financial advisor with Raymond James Financial Services, Inc., Donna has access to a comprehensive range of investment and service options including:
- Asset management
- Banking and trust services
- Estate planning
- Retirement planning
- Insurance
- Cash management
Donna also offers individual investments, including:
- Stocks
- Bonds
- Annuities
- Mutual funds
For more than 20 years, Donna has been helping investors achieve their financial goals and dreams.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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