Designations and Licenses

Donna is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Donna provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner, she worked at Wealth Health, LLC as a vice president assisting clients in developing their financial plans. This included compensation & benefits, income tax planning, education funding, investments and retirement planning.

She also spent time with the MDE Group as a senior wealth advisor where she worked with high-net-worth families, advising them in all aspects of their financial life including compensation & benefits, income tax planning, education funding, investments and retirement planning. She also specialized in implementing various complex estate planning techniques to transfer significant wealth to the next generation.

She has a bachelor’s degree in finance from Rutgers College in New Brunswick.