Donna is a Business Support Manager in our Wealth Management team. She plays a key role in supporting our Consultants with the ongoing financial advice and review services they provide to their clients.
Career
Donna started her career in 1986 and has been part of the team since 2013. Prior to that, she spent the majority of her career with Standard Life, where she held a variety of roles including Sales Support Manager. Previous roles with other firms include Mortgage Adviser and Personal Assistant.
Education
Working towards Chartered Insurance Institute Diploma in Financial Planning
Financial Planning Certificate
Smithycroft Secondary School, Glasgow
Leisure
In her free time, Donna enjoys socialising with friends and family, going to the gym – and the odd spot of gardening.