Donna L. Walsh, MBA, CRPC
Financial Professional
Donna joined Highland Financial Group in 2013 with 5 years' experience in financial services. Prior to joining Highland, Donna was a Financial Advisor with Merrill Lynch helping professionals, families and business owners with their investment strategies and financial, estate and retirement planning solutions. For over 15 years, Donna was Treasurer for Cumberland Farms, handling the company's investments, budgeting, cash management, retirement plans and lending requirements.
Donna's extensive business background provides a strong base to draw on when assisting professionals, families and business owners to achieve their goals. It begins by conducting a thorough process of discovery and evaluation of each client's goals, risk tolerance and time horizon to develop a well-balanced investment and insurance plan.
Donna is committed to client satisfaction, delivering a personalized experience, adding value to their individual financial situations.
Donna graduated from Suffolk University with an MBA and B.S. in Accounting and received the Chartered Retirement Planning Counselor (CRPC) designation. She is an active member of the Boston Women in Finance Group, Franklin Country Club and Newton Needham Regional Chamber.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.