PROFESSIONAL PROFILE
As a CHARTERED RETIREMENT PLANNING COUNSELOR SM and Certified Financial Manager with Merrill Lynch, Donna provides wealth management services for financially successful individuals and businesses. Donna focuses her business on providing estate planning, retirement planning, long term-care insurance and strategic investment management with each of her clients. In today's investment world, information can be overwhelming. Donna provides financial health check ups and coaching to assist her clients to achieve their goals.
Your goals should lead your investment decisions, determining the strategy which best suits your needs and concerns is a partnership of bringing these issues to the table for review and consultation.
At Merrill Lynch, Donna is proud to be able to support the many concerns which cross your mind when making investment decisions. Ask her how!
You can reach me at 800-937-0750 ext 4699 to put your financial goals in the forefront today!
Donna joined Merrill Lynch in 1998 after an extensive health care career where she found more people were worried about their money than their health. Noticing that people were not always financially prepared for events in their life, it became her quest to help inform others about their options in the financial world. During her career at Merrill Lynch she has seen families find peace of mind knowing their money is protected and serving their values and goals. Donna is devoted to being the solution manager so families and individuals can celebrate the successes and face the challenges with financial comfort and security.
Donna is Past President and current board member of the Women Entrepreneurs Organization of Washington (WEO), received the WEO Woman Entrepreneur of the Year award in 2004, also Past Commodore, and Education Board member for Oregon Women's Sailing Association, Conductor's Circle Club member of the Vancouver Symphony Orchestra. She volunteers with Southwest Washington Humane Society, Chesapeake Bay Retriever Rescue and has served on staff with USA's 5th largest chapter of Habitat of Humanity in Evansville, Indiana. Donna is a Washington State University Graduate and Dale Carnegie Trainer. Donna also earned the Women Certified status, which means she focuses on identifying what women need and expect in the financial arena.
Donna enjoys her home in SW Washington