Donna Williams

Donna Williams is a member of a dynamic team of professionals and is passionate about helping clients achieve their financial goals.

As Executive Administrative Assistant, Donna is dedicated to building personal and professional relationships with clients, while supporting the needs of the financial advisors. Responsible for administrative oversight and handling of client inquiries, her energy and depth of knowledge result in a first-class experience for clients.

With nearly 29 years of professional experience focused on client service, Donna’s solid background enables her to provide a seasoned perspective to her team and clients. Donna was honored to be among a select group of teams chosen to complete the Registered Sales Associates Training and Development Program, a year-long mentoring and leadership program which provides additional tools and training to enhance her skills as a resource to the team and clients. Donna is an outgoing person with a positive outlook in her professional and personal life. She enjoys spending time with her family, traveling, reading, sewing, and gardening.