• Donna A. Sheehy, CFP®

    Financial Advisor


After graduating from Syracuse University, Donna entered the investment industry by joining Merrill Lynch in Clearwater, Fl.

She then proceeded to earn the professional certification of Certified Financial Planner™ in 1987 and her Master's degree in Retirement Planning in 1996. She continues to stay on the cutting edge of her profession by taking advance courses and attending financial and investment workshops.

Knowledge, experience and accessibility to service your financial needs is what Donna strives to provide her valued clients and future clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.