With more than 25 years of experience in the financial services industry, 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, trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.
Donna joined Tedeschi Wealth Management Group of Raymond James in July 2022 after leading operations for the Raymond James Mount Laurel, NJ branch for over three years. Prior to joining Raymond James in 2017, she was a Senior Registered Client Service Associate at Morgan Stanley. Earlier in her career, she served in operations management at Prudential Securities (now Wells Fargo), Brinker Capital, First Liberty Investment Group, and Pershing & Co.
Donna holds Series 7, 9, 10 and 63 licenses, and earned a Bachelor’s degree in marketing and management from Montclair State University.
Donna is originally from Marlton, NJ, and now lives in Lumberton with her husband, Scott, and their children. When not in the office, Donna enjoys boating and spending time with family and friends.