Donna Gora
Professionally, along with a team of Firm specialists, I provide goals-based wealth management to people from all walks of life. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing. My focus is on developing strategies, providing investment guidance, succession planning and exit strategies for individuals, families and their businesses, as well as assisting nonprofit organizations and foundations on what matters most to them and the people they serve.
My aim is to create an appropriate strategy around your unique financial needs to help bring simplicity and transparency to the complexities of investing, making planning for the future an exciting journey instead of an intimidating and burdensome task.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
