PROFESSIONAL PROFILE

I provide corporate executives, business owners and families with solutions to complex wealth management issues. I stress a disciplined approach to investing based upon your specific goals, risk tolerance, investing style and time horizon. My approach is to focus on the needs of clients. Portfolio performance, goal tracking and client satisfaction are my primary objectives.

Donna Walsh, CRPC®,CSNA
Prior to Merrill Lynch, Donna worked over 20 years for a large privately held corporation. During her tenure she was responsible for management of corporate cash which ranged from $40 - $100 million, active in the selection process of Mutual Funds for the corporation's 401K plan and fiduciary for the corporation's pension and profit sharing plans. Leveraging her experience and passion to help clients with their investment strategy, she joined Merrill Lynch in 2007. She holds a B.S. in Accounting and a MBA from Suffolk University. Donna is a member of the Franklin Country Club and Suffolk Alumni.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com