Donna Johns

MBA
  • Financial Services Representative
  • Registered Representative

Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Additionally, your financial situation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

  • Joined the Financial Services Industry in 2015
  • Holds the Series 6 and 63 securities registrations
  • Licensed to sell Life, Accident, and Health Insurance
  • Graduate of MIT with a degree in civil engineering, Northeastern University with a Master of Business Administration, and completing a Master’s Degree in leadership at Grand Canyon University
  • Came from the communications industry where she was involved with project management for network engineering and real estate
  • Associate Pastor of a church and facilitates premarital classes
  • Enjoys arts & crafts and design work
  • Resident of the Boston area and is married with two children

I am licensed and registered to offer products and services in RI, MA, MD, and FL. Licenses and registrations will vary.
Domiciled in RI.

Check the background of this investment professional on FINRA’s BrokerCheck