Donna delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy their client experience.
Donna also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds her Series 7 and 63 securities licenses.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Donna applies more than 45 years of experience in the financial services industry.
Originally from Philadelphia, PA, Donna lives in Mt Laurel with her husband, James. In her free time, Donna enjoys going down the jersey shore, taking daily walks, gardening and spending time with friends and family.