Registered Wealth Management Assistant
dbartholomew at infinexgroup dot com
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
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.