In her role as Branch Administrator Donna provides technical and operational support to the branch, as well as administrative support to both clients and advisory team members. Her primary objective is to develop and maintain a successful, long-term relationship with our clients by providing them with the highest level of client service.
Donna's career in the corporate world extends over a 37-year span. She was the Executive Assistant to the CEO of Brown Rudnick, LLP, a Boston-based law firm, for 16 years. Her career also includes working as the Executive Assistant to the Chairman of the Board of First Winthrop Corporation, a Boston-based real estate investment trust.
Donna also worked as an Executive Assistant, over a 14-year span, to a corporate securities lawyer and noted investment banker at top tier firms in both Boston and New York. Some of her responsibilities included maintaining current broker-dealer filings and overseeing compliance-related matters with state and federal agencies, as well as evaluating business plans of companies seeking financing.
Additionally, Donna headed up the Clean Water Program for Sustainable Nutrition International, a non-profit organization, whereby she organized and orchestrated fundraising events, attended Board of Director meetings and engaged in grant writing in an effort to raise funding for the program.
A native of Boston, Donna currently resides in Fort Myers, Florida. In her free time she enjoys photography, traveling and spending time by the ocean.