As a financial advisor with over 17 years of experience in advisement and 15 years as the owner/advisor of Donaco Financial Services, I have learned that the most important aspect of my vocation is to build relationships with my clients who have entrusted their wealth management to my care.
Making sure I know my clients and their goals is the beginning of cultivating a strong working relationship. Once that has happened, I move to portfolio design to fit the established parameters, implementation of that portfolio, and then consistently monitoring and reviewing those investments.
I want all clients to have a solid understanding of why we established their individualized plan and I make myself easily accessible for clients to reach out with questions at any time. One of the most rewarding aspects of my role as a financial advisor is not only building strong relationships with the people I work with, but also having the opportunity to educate them on their portfolio and build their financial literacy.
I pride myself on maintaining open access and communication with my clients and answering any questions or concerns they may have. I look forward to hearing from you to discuss how we can make this happen for you!