Registered Wealth Management Assistant
Donna has been the “go to” client services assistant for the Wealth Management group since 2002. Her many years of industry knowledge, and mutual fund and insurance licensing credentials, allow Donna to assist our clients with any questions or concerns that they may have. Because personalized customer service can sometimes be hard to find, providing a high level of customer care is of the utmost importance to her. Donna has a long standing and established rapport with our existing South Shore Bank clients and is excited to be able to offer the same level of service to new investment clients who have chosen to transition from Braintree Investment Services to Infinex Investments located at South Shore Bank.
When she is not at the office, Donna enjoys activities such as kayaking, snow shoeing, hiking the many nature trails in the area, gardening, hosting dinner parties, baking, reading and especially spending time with her large extended family