Donna Walsh, MBA, CRPC

Donna 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.  And 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.  Client satisfaction is very important and she is committed to delivering a personalized experience adding value to their personal financial situations.

 

Donna graduated from Suffolk University with a MBA and a Bachelor of Science in Accounting.  Donna received the Chartered Retirement Planning Counselor (CRPC) designation.  Donna is an active member of the Norfolk & Plymouth Estate Business Council, Neponset Valley Chamber of Commerce, Boston Women in Finance Group and the Franklin Country Club. 

 

Donna resides in Dedham.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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 is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 781-890-2958
Fax 781-890-3041
Mobile Phone 617-875-2344