Donna joined Merrill Lynch Wealth Management in June, 2019. Prior to that, she worked with Fidelity Investments as a Financial Representative in Jacksonville, Florida and for Bank of America as a Relationship Manager. Prior to her return to financial services, Donna worked in philanthropy and grants management with a variety of non-profit organizations, local government and higher education for 8 years. Her focus is on developing wealth planning strategies and providing investment guidance for individuals, families and their businesses, as well as assisting nonprofit organizations and foundations develop and execute financial strategies focused on what matters most to them and the people they serve.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
