Donna H. Colucci,

As a Certified Financial Planner® professional and life coach trained through the Institute for Life Coach Training, Donna brings a fresh perspective to financial planning. She nurtures strong relationships with clients through a highly customized approach, tending to all the fine details of their financial lives.

Though she works with many different types of clients, she specializes in assisting with life transitions such as divorce and retirement. She listens carefully to help guide each client in identifying and pursuing their goals and using sound financial principles in making decisions. She relishes the opportunity to make a difference in other people’s lives.

Before joining Raymond James as a financial advisor in 2013, Donna worked in asset management, corporate administration and client services. Donna also holds credentials as a Business Coaching Specialist through the Institute for Life Coach Training, further demonstrating her passion for helping people reach their full potential. She earned a Bachelor of Science degree in business management from Concordia College in Bronxville, New York.

Donna believes it’s important to give back. She stays involved in her community as an active volunteer for the Rotary Club of Lake Mahopac and a member of the Enoch Crosby Chapter of Daughters of the American Revolution.

Originally from South Salem, New York, Donna lives in Carmel with her three daughters, Emily, Casey and Audrey. When she’s away from the office, Donna enjoys pickleball, hiking with her rescue dog, exercising and spending time with her family.