Licensed Wealth Management Assistant
dbartholomew at infinexgroup dot com
With over 20 years in the investment industry, Donna has served as an Infinex Investment Representative at The Investment Center for the past 15 years. She earned her Series 6 and 63 registrations while working in the customer service center at Scudder Investments, and has since obtained an insurance producer’s license.
Donna feels strongly about the importance of providing a high level of personalized customer service at a time when many industries are failing in that regard. When she is not at the office, Donna enjoys cooking, gardening, reading and most importantly, spending time with family and friends.
Schedule a Consultation Today
Schedule a confidential, no-obligation consultation today. Contact the Wealth Management Center at South Shore Bank 781.682.3209.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank is a trade name of the Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.